SCHEDULE Filed 2025-09-02 Event 2025-08-28 SEC 0000919574-25-005524 →

FAIRHOLME CAPITAL MANAGEMENT LLC → ST JOE Co JOE

Stake: 34.00% Shares: 19,692,267 CUSIP: 790148100 Class: Common Stock

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 19/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: +0.0%

Item 4 — Purpose of Transaction

No material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024.

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

6 13D/G filings on this issuer

5 other filings besides this one

Filer Track Record

7 filings by this filer

6 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 4.79

1,019,931 shares short · -1.7% vs prior

Held by elite portfolio managers

1 holder · $5.17M

Point72 Asset Mgmt

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

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+90 days

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+180 days

0.0%

Anchor price 59.61 on closest trading day on/after 2025-08-28. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Filed	Form	Filer	Stake	Shares
2026-06-23	SCHEDULE 13D/A	FAIRHOLME CAPITAL MANAGEMENT LLC	—	16,272,400	view →
2025-03-07	SCHEDULE	FAIRHOLME CAPITAL MANAGEMENT LLC	35.00%	20,428,767	view →
2021-12-10	SC	FAIRHOLME CAPITAL MANAGEMENT LLC	—	—	view →
2021-03-12	SC	FAIRHOLME CAPITAL MANAGEMENT LLC	—	—	view →
2020-04-09	SC	FAIRHOLME CAPITAL MANAGEMENT LLC	—	—	view →

Filed	Form	Issuer	Stake	Shares
2026-06-23	SCHEDULE 13D/A	ST JOE Co JOE	—	16,272,400	view →
2025-03-07	SCHEDULE	ST JOE Co JOE	35.00%	20,428,767	view →
2021-12-10	SC	ST JOE Co JOE	—	—	view →
2021-03-12	SC	ST JOE Co JOE	—	—	view →
2020-04-09	SC	ST JOE CO JOE	—	—	view →
2018-01-11	SC	SEARS HOLDINGS CORP	—	—	view →

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