JOE

Which hedge funds are long JOE?

1 published idea on St. Joe across 1 fund 1 long and 0 short.

Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on St. Joe: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

LongJOEApr 2026

St. Joe

JOE owns 165,000 acres in the Florida Panhandle and is set to benefit from a major population migration away from large cities. The company is expected to experience rapid…