The St. Joe Company (JOE): A Bull Case Theory
We came across a bullish thesis on The St. Joe Company on Value Degen’s Substack’s Substack by Unemployed Value Degen. 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. | GAMCO Investors Mario Gabelli | 629,510 | $37,374,009 | -1% | 0.36% |
| 2. | Horizon Asset Management Murray Stahl | 554,837 | $32,940,645 | -1% | 0.45% |
| 3. | Royce & Associates Chuck Royce | 78,800 | $4,678,356 | 0.05% | |
| 4. | Winton Capital Management David Harding | 22,478 | $1,334,519 | +6% | 0.05% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 11,000 | $653,070 | -75% | 0% |
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 |
|---|---|---|---|---|---|---|
| $65.50 | 13,900 | $910,450.00 | 16,151,124 | 2026-01-16 | Filing | |
| $65.51 | 87,700 | $5,745,227.00 | 16,165,024 | 2026-01-15 | Filing | |
| $62.00 | 6,100 | $378,200.00 | 16,252,724 | 2025-12-17 | Filing | |
| $62.18 | 6,800 | $422,824.00 | 16,258,824 | 2025-12-16 | Filing | |
| $62.37 | 59,000 | $3,679,830.00 | 16,265,624 | 2025-12-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,000,969 | $356,277,556 | 0.01% | |
| 2. | 5,717,399 | $339,441,979 | 0% | |
| 3. | 1,430,583 | $84,933,713 | 0% | |
| 4. | 1,358,337 | $80,646,339 | 0.02% | |
| 5. | 994,963 | $59,081,172 | 0% |
News See All
The St. Joe Company (NYSE:JOE) Q3 2025 Earnings Call Transcript
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.
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.
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