Chuck Royce’s JOE Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+2.04 M Shares
Current Position
78,800 Shares
$3.9 M Value

Chuck Royce's JOE Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 78,800 shares of The St. Joe Company (JOE) worth $3.9 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in JOE, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 170,000 shares. Largest reduction occurred in Q2 2014, reducing 794,700 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's The St Joe Company (JOE) Holding Value Over Time

Track share changes against reported price movement

Quarterly The St Joe Company (JOE) Trades by Chuck Royce

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +2.04 M Add 0.00% 2.04 M $21.05
Q3 2013 +105,000 Add 5.14% 2.15 M $19.62
Q4 2013 -300,000 Reduce 13.97% 1.85 M $19.19
Q1 2014 -780,000 Reduce 42.24% 1.07 M $19.25
Q2 2014 -794,700 Reduce 74.50% 272,000 $25.43
Q3 2014 +30,000 Add 11.03% 302,000 $19.93
Q1 2015 -20,000 Reduce 6.62% 282,000 $18.56
Q4 2017 -10,930 Reduce 3.88% 271,070 $18.05
Q1 2018 +170,000 Add 62.71% 441,070 $18.85
Q4 2018 +4,793 Add 1.09% 445,863 $13.17
Q2 2019 -1,138 Reduce 0.26% 444,725 $17.28
Q4 2019 -1,271 Reduce 0.29% 443,454 $19.83
Q4 2020 -176,100 Reduce 39.71% 267,354 $42.45
Q1 2021 -188,554 Reduce 70.53% 78,800 $42.91

Chuck Royce's The St Joe Company Investment FAQs

Chuck Royce first purchased The St. Joe Company (JOE) in Q2 2013, acquiring 2,041,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held The St. Joe Company (JOE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's largest addition to The St. Joe Company (JOE) was in Q2 2013, adding 2,041,700 shares worth $42.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 78,800 shares of The St. Joe Company (JOE), valued at approximately $3.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, The St. Joe Company (JOE) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's peak holding in The St. Joe Company (JOE) was 2,146,700 shares, as reported at the end of Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.