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.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Fairholme (FAIRX) Bruce Berkowitz | 21,146,067 | $1,233,027,167 | -2% | 84.52% |
2. | Praetorian Capital Harris Kupperman | 830,000 | $48,397,300 | 18.82% | |
3. | GAMCO Investors Mario Gabelli | 714,900 | $41,685,819 | -5% | 0.42% |
4. | Horizon Asset Management Murray Stahl | 523,848 | $30,545,569 | -2% | 0.45% |
5. | Forest Hill Capital Mark Lee | 80,000 | $4,664,800 | 3.54% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$53.05 | 1,695 | 60,093 | 2024-10-25 | Filing | ||
$45.49 | 1,200 | Officer, Director | 47,562 | 2023-06-14 | Filing | |
$41.32 | 1,200 | Officer, Director | 34,842 | 2022-06-14 | Filing | |
$46.15 | 1,000 | Officer, Director | 33,642 | 2022-05-12 | Filing | |
$50.71 | 1,000 | Officer, Director | 32,642 | 2022-05-05 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$53.27 | 45,400 | Large Shareholder | 17,351,224 | 2024-11-07 | Filing | |
$53.45 | 343,400 | Large Shareholder | 17,396,624 | 2024-11-06 | Filing | |
$51.96 | 30,000 | Large Shareholder | 17,740,024 | 2024-11-05 | Filing | |
$50.89 | 15,000 | Large Shareholder | 17,770,024 | 2024-11-04 | Filing | |
$53.12 | 11,000 | Large Shareholder | 17,785,024 | 2024-10-30 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,722,442 | $344,376,565 | 0% | |
2. | 5,705,715 | $343,369,929 | 0% | |
3. | 1,531,863 | $92,189,682 | 0.02% | |
4. | 1,278,859 | $76,961,735 | 0% | |
5. | 806,973 | $48,569,229 | 0% |