-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, RylZsYCKqyNNUDAiAYqJNZ5+coL7IwITgR7c4I+MqKtJElyCodkTTCbqw8HoRsxH 4XUWjpMat7uJJJxQK6DE5w== 0001099281-02-000162.txt : 20020710 0001099281-02-000162.hdr.sgml : 20020710 20020710162924 ACCESSION NUMBER: 0001099281-02-000162 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20020710 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: EQSF ADVISERS INC CENTRAL INDEX KEY: 0001099281 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 767 THIRD AVE CITY: NEW YORK STATE: NY ZIP: 10017-2023 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ST JOE CO CENTRAL INDEX KEY: 0000745308 STANDARD INDUSTRIAL CLASSIFICATION: LAND SUBDIVIDERS & DEVELOPERS (NO CEMETERIES) [6552] IRS NUMBER: 590432511 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-35369 FILM NUMBER: 02700179 BUSINESS ADDRESS: STREET 1: 1650 PRUDENTIAL DR STE 400 CITY: JACKSONVILLE STATE: FL ZIP: 32207 BUSINESS PHONE: 9043966600 MAIL ADDRESS: STREET 1: P O BOX 1380 STREET 2: P O BOX 1380 CITY: JACKSONVILLE STATE: FL ZIP: 32201 FORMER COMPANY: FORMER CONFORMED NAME: ST JOE PAPER CO DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: ST JOE CORP DATE OF NAME CHANGE: 19980430 SC 13G 1 stjoe71002.txt 13G/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 THE ST. JOE COMPANY ------------------------------------------------------ (NAME OF ISSUER) COMMON STOCK, NO PAR VALUE PER SHARE ------------------------------------------------------ (TITLE OF CLASS OF SECURITIES) 790148100 ------------------------------------------------------ (CUSIP NUMBER) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the notes). - - ------------------------------------------------------------------------------ 1 NAME OF REPORTING PERSONS S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS EQSF ADVISERS, INC. (EIN 13-3354359) - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 3 SEC USE ONLY - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION NEW YORK CORPORATION - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 5 SOLE VOTING POWER 3,466,100 NUMBER OF --------------------------------------------------------------- --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY None --------------------------------------------------------------- --------------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING PERSON 3,581,800 --------------------------------------------------------------- --------------------------------------------------------------- WITH 8 SHARED DISPOSITIVE POWER None - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,581,800 - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 4.45% - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON* IA - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 1 NAME OF REPORTING PERSONS S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS M.J. WHITMAN ADVISERS, INC. (EIN 13-3686379) - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 3 SEC USE ONLY - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION NEW YORK CORPORATION - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 5 SOLE VOTING POWER 803,545 NUMBER OF --------------------------------------------------------------- --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY NONE --------------------------------------------------------------- --------------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING PERSON 861,820 --------------------------------------------------------------- --------------------------------------------------------------- WITH 8 SHARED DISPOSITIVE POWER NONE - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 861,820 - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.07% - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON* IA - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 1 NAME OF REPORTING PERSONS S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS MARTIN J. WHITMAN - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 3 SEC USE ONLY - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 5 SOLE VOTING POWER NUMBER OF NONE (SEE ITEM 4) --------------------------------------------------------------- --------------------------------------------------------------- 6 SHARED VOTING POWER SHARES NONE BENEFICIALLY OWNED BY --------------------------------------------------------------- --------------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING NONE (SEE ITEM 4) --------------------------------------------------------------- --------------------------------------------------------------- PERSON WITH 8 SHARED DISPOSITIVE POWER NONE - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON -0- (SEE ITEM 4) - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) -0- - - ------------------------------------------------------------------------------ - - ------------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON* IN - - ------------------------------------------------------------------------------ ITEM 1. (A) NAME OF ISSUER: The St. Joe Company (the "Issuer"). (B) ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES OR,IF NONE, RESIDENCE: 1650 Prudential Drive, Suite 400, Jacksonville, FL 32207 ITEM 2. (A) NAME OF PERSON FILING: This schedule is being jointly filed by EQSF Advisers, Inc. ("EQSF"), M.J. Whitman Advisers, Inc. ("MJWA") and Martin J. Whitman, the Chief Executive Officer of EQSF and Chief Investment Officer of MJWA and controlling person of EQSF and MJWA. (EQSF, MJWA and Martin J. Whitman are sometimes collectively referred to hereinafter as "Filer"). Attached hereto as an exhibit is a copy of the joint Schedule 13G filing agreement among the reporting persons. (B) ADDRESS OF PRINCIPAL BUSINESS OFFICE: The address of the principal executive office of EQSF, MJWA and Mr. Whitman is: 767 Third Avenue, New York, New York 10017-2023. (C) CITIZENSHIP: The citizenship or place of organization of each of the reporting persons is as follows: EQSF New York State Corporation. MJWA New York State Corporation. MARTIN J. WHITMAN United States Citizen. (D) TITLE OF CLASS OF SECURITIES: Class A Common Stock, $.33 1/3 par value per share. (E) CUSIP NUMBER: 790148100 ITEM 3. IF THIS STATEMENT IS BEING FILED PURSUANT TO RULES 13D-1(B), OR 13D-2(B), CHECK WHETHER THE PERSON FILING IS A: (E) Investment Adviser registered under section 203 OF THE INVESTMENT ADVISERS ACT OF 1940 (EQSF and MJWA). ITEM 4. OWNERSHIP. (a)& (b) EQSF beneficially owns 3,581,800 shares, or 4.45% of the class of securities of the issuer. MJWA beneficially owns 861,820 shares, or 1.07% of the class of securities of the issuer. (c) (i) EQSF: 3,466,100 MJWA: 803,545 (ii) Not applicable. (iii) EQSF: 3,581,800 MJWA: 861,820 (iv) Not applicable. Mr. Whitman disclaims beneficial ownership of all such shares. ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS. Not applicable. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON. Third Avenue Value Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 2,147,200 of the shares reported by EQSF, Third Avenue Small-Cap Value Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 191,000 of the shares reported by EQSF, Third Avenue Real Estate Value Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 805,800 of the shares reported by EQSF, Third Avenue Value Portfolio of the WRL Series Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 195,500 of the shares reported by EQSF, Third Avenue Small-Cap Value Portfolio of the Met Investors Series Trust, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 5,600 of the shares reported by EQSF, Third Avenue Variable Series Trust of the Third Avenue Value Portfolio, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 86,300 of the shares reported by EQSF, American Express Partners Small-Cap Value Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 115,700 of the shares reported by EQSF, and Integrity Life/Legends Third Avenue Value Fund, an investment company registered under the Investment Company Act of 1940, has the right to receive dividends from, and the proceeds from the sale of, 34,700 of the shares reported by EQSF. Various clients for whom MJWA acts as investment advisor have the right to receive dividends from, and the proceeds of the sale of, the shares reported by MJWA. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY. Not Applicable. ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP. Not applicable. ITEM 9. NOTICE OF DISSOLUTION OF GROUP. Not applicable. ITEM 10. CERTIFICATION. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purposes or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. July 10, 2002 --------------------------- (Date) EQSF ADVISERS, INC. BY:/S/ MARTIN J. WHITMAN ------------------------ Martin J. Whitman Chairman, and Chief Executive Officer M.J. WHITMAN ADVISERS, INC. BY:/S/ MARTIN J. WHITMAN ---------------------- Martin J. Whitman Chairman and Chief Investment Officer /S/ MARTIN J. WHITMAN ----------------------- Martin J. Whitman, President EX-1 3 stjoejoint71002.txt JOINT FILING AGREEMENT Exhibit 1 JOINT FILING AGREEMENT In accordance with Rule 13d-1 (f) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to the joint filing with all other Reporting Entities (as such term is defined in the Schedule 13G) on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Common Stock, no par value per share, of The St. Joe Company, and that this Agreement be included as an Exhibit to such joint filing. This Agreement may be executed in any number of counterparts all of which taken together shall constitute one and the same instrument. IN WITNESS WHEREOF, the undersigned hereby execute this Agreement this 10th day of July, 2002. EQSF ADVISERS, INC. By:/s/ MARTIN J. WHITMAN -------------------------- Martin J. Whitman Chairman and Chief Executive Officer M.J. WHITMAN ADVISERS, INC. By:/s/ MARTIN J. WHITMAN -------------------------- Martin J. Whitman Chairman and Chief Investment Officer /s/ MARTIN J. WHITMAN -------------------------- Martin J. Whitman -----END PRIVACY-ENHANCED MESSAGE-----