Fairholme FUNDS Inc. is Director & 10% Owner at ST JOE CO (JOE). They have made 38 open-market trades across 3 companies since 2009, most recently 2026-03-04.
CIK 0001096344
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
9 open-market purchases totalling $176.7M since 2010, against 29 sales. Across 9 scored buys the stock is down 0.8% at ninety days, and 1.1 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| AIG | 39,257,539 | $3.2B |
| JOE | 16,094,724 | $1.1B |
| ACF | 1,206,530 | — |
| Total | $4.3B |
Shares reported on the most recent Form 4, priced at the 2026-03-06 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 0% | 0% |
| Avg Move | -8.2% | -0.8% | -0.8% |
| Alpha | -2.4% | -1.1% | -1.1% |
| Scored | 9 | 9 | 9 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 52% | 81% | 63% |
| Avg Move | -1.9% | -2.8% | -3.6% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| JOE | SELL | 2026-03-04 | 2026-03-06 | $73.50 | $103K | +2.1% | -4.1% | -3.9% |
| JOE | SELL | 2026-02-18 | 2026-02-20 | $71.22 | $1.1M | +1.0% | -10.0% | -10.2% |
| JOE | SELL | 2026-01-15 | 2026-01-20 | $65.51 | $6.7M | +3.3% | +10.7% | +7.5% |
| JOE | SELL | 2025-08-28 | 2025-09-02 | $51.00 | $1.3M | +5.0% | -1.3% | +23.5% |
| JOE | SELL | 2025-08-22 | 2025-08-26 | $50.46 | $4.1M | +4.9% | -3.3% | +15.5% |
| JOE | SELL | 2025-03-18 | 2025-03-20 | $47.00 | $10.4M | +0.6% | -11.7% | +1.3% |
| JOE | SELL | 2024-11-07 | 2024-11-12 | $53.27 | $2.4M | -1.4% | -8.2% | -9.4% |
| JOE | SELL | 2024-10-28 | 2024-10-30 | $53.14 | $4.9M | +0.2% | -2.1% | -5.8% |
| JOE | SELL | 2024-07-31 | 2024-08-02 | $62.28 | $3.3M | +1.9% | +1.7% | -8.5% |
| JOE | SELL | 2024-07-26 | 2024-07-30 | $62.90 | $10.8M | -7.9% | -6.5% | -15.0% |
| JOE | SELL | 2024-05-20 | 2024-05-22 | $58.17 | $5.8M | -3.7% | -7.5% | +0.9% |
| JOE | SELL | 2024-05-15 | 2024-05-17 | $58.36 | $25.3M | -4.6% | -7.4% | +0.8% |
| JOE | SELL | 2024-05-03 | 2024-05-07 | $58.34 | $25.5M | +1.6% | -2.5% | -1.9% |
| JOE | SELL | 2024-04-26 | 2024-04-30 | $59.10 | $242K | +2.5% | -2.9% | +9.7% |
| JOE | SELL | 2024-02-23 | 2024-02-27 | $54.18 | $3.5M | +0.7% | +8.5% | +3.7% |
| JOE | SELL | 2023-08-10 | 2023-08-14 | $62.51 | $8.5M | -2.3% | -5.9% | -20.2% |
| JOE | SELL | 2023-08-07 | 2023-08-09 | $62.41 | $9.5M | -7.5% | -6.3% | -21.9% |
| JOE | SELL | 2023-08-02 | 2023-08-04 | $61.43 | $16.5M | +1.4% | -3.2% | -19.0% |
| JOE | SELL | 2023-07-28 | 2023-08-01 | $64.09 | $26.1M | +1.5% | -0.6% | -25.3% |
| JOE | SELL | 2023-06-06 | 2023-06-08 | $46.28 | $7.3M | -0.4% | +11.7% | +29.3% |
| JOE | SELL | 2023-02-24 | 2023-02-28 | $43.51 | $6.2M | -6.8% | -4.4% | +9.2% |
| JOE | SELL | 2022-05-04 | 2022-05-06 | $52.68 | $5.3M | -2.1% | -0.8% | -17.5% |
| JOE | SELL | 2022-04-29 | 2022-05-03 | $53.41 | $2.5M | -8.1% | -3.5% | -20.7% |
| JOE | SELL | 2022-03-02 | 2022-03-04 | $57.25 | $13.0M | -5.9% | +7.6% | -11.2% |
| JOE | SELL | 2021-03-10 | 2021-03-12 | $50.04 | $10.3M | -11.7% | -9.8% | -2.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| Scored | 27 | 27 | 27 |