The St. Joe Company (JOE): A Bull Case Theory
We came across a bullish thesis on The St. Joe Company on Value Investing by Double Alpha Factory’s Substack by Maksim. In this article, we will summarize the bulls’ thesis on JOE. The St.
St Joe Co (JOE)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fairholme (FAIRX) Bruce Berkowitz | 20,204,167 | $963,738,766 | -1% | 78.54% |
| 2. | Praetorian Capital Harris Kupperman | 660,000 | $31,482,000 | -21% | 29.12% |
| 3. | GAMCO Investors Mario Gabelli | 650,510 | $31,029,327 | -2% | 0.31% |
| 4. | Horizon Asset Management Murray Stahl | 555,891 | $26,516,010 | +2% | 0.31% |
| 5. | Prospector Partners John D. Gillespie | 293,787 | $14,013,640 | 1.6% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.05 | 1,695 | $89,919.75 | 60,093 | 2024-10-25 | Filing | |
| $45.49 | 1,200 | $54,588.00 | 47,562 | 2023-06-14 | Filing | |
| $41.32 | 1,200 | $49,584.00 | 34,842 | 2022-06-14 | Filing | |
| $46.15 | 1,000 | $46,150.00 | 33,642 | 2022-05-12 | Filing | |
| $50.71 | 1,000 | $50,710.00 | 32,642 | 2022-05-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $51.08 | 104,100 | $5,317,428.00 | 16,324,624 | 2025-09-05 | Filing | |
| $51.00 | 25,300 | $1,290,300.00 | 16,428,724 | 2025-08-28 | Filing | |
| $50.46 | 81,000 | $4,087,260.00 | 16,454,024 | 2025-08-22 | Filing | |
| $50.17 | 29,000 | $1,454,930.00 | 16,535,024 | 2025-08-19 | Filing | |
| $50.31 | 26,000 | $1,308,060.00 | 16,564,024 | 2025-08-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 90,102 | $4,458,247 | 1.81% | |
| 2. | 81,017 | $4,008,722 | 2.73% | |
| 3. | 32,911 | $1,628,423 | 0.03% | |
| 4. | 30,504 | $1,509,334 | 0.16% | |
| 5. | 21,064 | $1,042,247 | 0.63% |
News See All
Here’s Praetorian Capital’s Comment on St. Joe (JOE)
Praetorian Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
The St. Joe Company (NYSE:JOE) Q2 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to The St. Joe Company Second Quarter 2025 Earnings Conference Call.
Should You be Confident in St. Joe Company (JOE)?
River Road Asset Management, an investment management company released its “River Road Mid Cap Value Fund” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Praetorian Capital’s View on The St. Joe Company (JOE)
Praetorian Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
St Joe (JOE) Detracted in Q4 Despite Steady Growth
Night Watch Investment Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes St. Joe (JOE) a Good Investment Bet?
Praetorian Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s How the Market Trend Affected St. Joe (JOE)
Praetorian Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Praetorian Capital is Holding St. Joe (JOE)
Praetorian Capital, an investment management company, released its first-quarter 2024 investor letter. The fund was up by 9.25% net of fees in the first quarter.
Are St. Joe (JOE) Shares Trading at an Attractive Multiple?
Praetorian Capital, an investment management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
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