The St. Joe Company (NYSE:JOE) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to The St. Joe Company first quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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 | 19,422,467 | $1,153,111,866 | -1% | 80.43% |
| 2. | Select Equity Group Robert Joseph Caruso | 1,181,452 | $70,142,805 | +16% | 0.3% |
| 3. | Praetorian Capital Harris Kupperman | 660,000 | $39,184,200 | 18.99% | |
| 4. | GAMCO Investors Mario Gabelli | 629,510 | $37,374,009 | -1% | 0.36% |
| 5. | Horizon Asset Management Murray Stahl | 554,837 | $32,940,645 | -1% | 0.45% |
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 |
|---|---|---|---|---|---|---|
| $65.33 | 25,000 | $1,633,250.00 | 15,695,824 | 2026-05-07 | Filing | |
| $65.78 | 163,600 | $10,761,608.00 | 15,720,824 | 2026-05-06 | Filing | |
| $65.78 | 189,200 | $12,445,576.00 | 15,884,424 | 2026-05-05 | Filing | |
| $72.22 | 21,100 | $1,523,842.00 | 16,073,624 | 2026-03-17 | Filing | |
| $73.50 | 1,400 | $102,900.00 | 16,094,724 | 2026-03-04 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,839,565 | $241,124,682 | 0.01% | |
| 2. | 1,800,615 | $113,078,622 | 0% | |
| 3. | 1,318,938 | $82,830,095 | 0.02% | |
| 4. | 303,591 | $19,065,537 | 0% | |
| 5. | 275,965 | $17,330,602 | 0% |
News See All
Praetorian Capital Fund on St. Joe (JOE)
Praetorian Capital, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
The St. Joe Company (NYSE:JOE) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to The St. Joe Company Fourth Quarter 2025 Earnings Conference.
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Operator: Good day, and thank you for standing by. Welcome to The St. Joe Company Third Quarter 2025 Earnings Conference Call.
Is St. Joe (JOE) Trading at an Attractive Multiple On Adjusted Funds From Operations (AFFO)?
Praetorian Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund appreciated by 5.70% in the third quarter.
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.
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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.
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