Johnson Outdoors
JOUT on Nasdaq. Market value $135m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
3 long-term investors we follow own it, down from 4 last quarter. 135 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $20m
- Share of fund
- 0.2%
- Diamond Hill Capital ManagementRic Dillon (founder)
- Value
- $1m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $20m | 0.2% | |
| First Eagle Investment ManagementMatthew McLennan | $15m | <0.1% | Added |
| Diamond Hill Capital ManagementRic Dillon (founder) | $1m | <0.1% |
Sold out this quarter
Largest holders overall
- Johnson Financial Group$44m
- BlackRock$23mAdded
- GAMCO Investors$20m
- Dimensional Fund Advisors LP$18mAdded
- First Eagle Investment Management$15mAdded
- Wallace Capital Management$11m
- Vanguard Capital Management$11mAdded
- Acadian Asset Management$9mAdded
- Goldman Sachs Group$9mAdded
- Divisadero Street Capital Management, LP$9m
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Johnson Financial Group, Inc.Passive investorat least 27.0%0.0 pts(filed with 1 related holder)Since 31 December 2025
- BlackRock, Inc.Passive investor5.1%Since 30 June 2026
- Dimensional Fund Advisors LPPassive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Johnson Financial Group, Inc. Passive investor | at least 27.0%0.0 pts (filed with 1 related holder) | 31 December 2025 | |
BlackRock, Inc. Passive investor | 5.1% | 30 June 2026 | |
Dimensional Fund Advisors LP Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 4 sold $1m.
- Stevens Edward ADirectorSold
- Date
- 18 August 2026
- Shares
- 6,250
- Price
- $47.86
- Value
- $299,125
- FAHEY JOHN M JRDirectorSold
- Date
- 11 June 2026
- Shares
- 2,000
- Price
- $45.80
- Value
- $91,600
- FAHEY JOHN M JRDirectorSold
- Date
- 26 May 2026
- Shares
- 1,140
- Price
- $43.85
- Value
- $49,989
- FAHEY JOHN M JRDirectorSold
- Date
- 17 March 2026
- Shares
- 2,368
- Price
- $44.63
- Value
- $105,684
- FAHEY JOHN M JRDirectorSold
- Date
- 2 March 2026
- Shares
- 1,588
- Price
- $49.07
- Value
- $77,923
- Sheahan Richard CaseyDirectorSold
- Date
- 23 February 2026
- Shares
- 7,580
- Price
- $49.77
- Value
- $377,257
- Lang Edward FDirectorSold
- Date
- 17 December 2025
- Shares
- 2,000
- Price
- $43.94
- Value
- $87,880
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 18 August 2026 | Stevens Edward A Director | Sold | 6,250 | $47.86 | $299,125 |
| 11 June 2026 | FAHEY JOHN M JR Director | Sold | 2,000 | $45.80 | $91,600 |
| 26 May 2026 | FAHEY JOHN M JR Director | Sold | 1,140 | $43.85 | $49,989 |
| 17 March 2026 | FAHEY JOHN M JR Director | Sold | 2,368 | $44.63 | $105,684 |
| 2 March 2026 | FAHEY JOHN M JR Director | Sold | 1,588 | $49.07 | $77,923 |
| 23 February 2026 | Sheahan Richard Casey Director | Sold | 7,580 | $49.77 | $377,257 |
| 17 December 2025 | Lang Edward F Director | Sold | 2,000 | $43.94 | $87,880 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 12 Dec 2025, plus the 10-Q filed 7 Aug 2026 and 9 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.