Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Rayonier Inc. (RYN)
← All RYN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.74 $19.49–24.82 · VW $21.88i SEC
2025   Q4 188,340 0.74 Reduce 13.63% 0.15 $21.06–27.06 · VW $22.55i $4,077,561 SEC
2025   Q3 218,052 1.10 Reduce 15.53% 0.18 $21.97–27.34 · VW $25.02i $5,869,960 SEC
2025   Q2 258,129 1.18 Reduce 0.14% <0.01 $21.84–28.14 · VW $23.86i $5,725,301 SEC
2025   Q1 258,499 1.45 Reduce 18.14% 0.29 $24.88–28.31 · VW $26.66i $7,206,952 SEC
2024   Q4 315,800 1.59 $26.10 $8,242,380 SEC
2024   Q3 315,800 1.66 Add 0.01% <0.01 $27.40–32.51 · VW $30.40i $10,162,444 SEC
2024   Q2 315,753 1.58 Reduce 6.95% 0.13 $28.62–33.23 · VW $29.95i $9,185,255 SEC
2024   Q1 339,348 1.80 Add 0.19% <0.01 $30.25–35.29 · VW $32.78i $11,279,928 SEC
2023   Q4 338,721 1.86 Reduce 19.00% 0.38 $24.84–34.21 · VW $29.51i $11,316,669 SEC
2023   Q3 418,193 1.98 Reduce 6.28% 0.15 $27.73–33.32 · VW $30.34i $11,809,770 SEC
2023   Q2 446,208 2.31 Reduce 0.02% <0.01 $27.81–33.64 · VW $30.44i $14,010,931 SEC
2023   Q1 446,276 2.54 Reduce 2.55% 0.07 $30.80–37.79 · VW $34.05i $14,843,140 SEC
2022   Q4 457,950 2.63 Reduce 8.51% 0.25 $30.25–36.48 · VW $33.64i $15,094,032 SEC
2022   Q3 500,520 2.95 Reduce 5.92% 0.21 $29.51–38.47 · VW $34.81i $15,001,000 SEC
2022   Q2 532,023 3.54 Reduce 30.21% 1.29 $35.67–45.87 · VW $40.53i $19,888,000 SEC
2022   Q1 762,370 4.27 Reduce 0.39% 0.02 $34.80–43.45 · VW $39.16i $31,349,000 SEC
2021   Q4 765,389 4.06 Reduce 7.17% 0.28 $34.27–41.09 · VW $38.46i $30,892,000 SEC
2021   Q3 824,502 3.96 Add 0.20% <0.01 $35.13–38.41 · VW $36.88i $29,419,000 SEC
2021   Q2 822,837 3.91 Reduce 3.03% 0.11 $32.30–38.98 · VW $36.39i $29,565,000 SEC
2021   Q1 848,516 3.62 Reduce 13.30% 0.54 $28.89–35.75 · VW $32.18i $27,365,000 SEC
2020   Q4 978,630 4.03 Reduce 8.56% 0.34 $25.05–31.07 · VW $27.90i $28,753,000 SEC
2020   Q3 1,070,289 3.93 Reduce 4.06% 0.16 $24.08–30.35 · VW $27.66i $28,299,000 SEC
2020   Q2 1,115,566 3.88 Reduce 8.76% 0.37 $20.23–27.63 · VW $23.89i $27,655,000 SEC
2020   Q1 1,222,685 4.26 Reduce 4.65% 0.19 $15.96–33.10 · VW $26.25i $28,795,000 SEC
2019   Q4 1,282,284 4.16 Reduce 30.49% 1.43 $26.66–33.09 · VW $29.77i $42,008,000 SEC
2019   Q3 1,844,644 4.70 Reduce 9.08% 0.47 $25.83–31.35 · VW $28.19i $52,019,000 SEC
2019   Q2 2,028,817 5.16 Reduce 3.40% 0.17 $27.87–32.92 · VW $30.51i $61,474,000 SEC
2019   Q1 2,100,124 5.11 Reduce 7.93% 0.41 $26.39–31.80 · VW $29.69i $65,986,000 SEC
2018   Q4 2,281,005 5.16 Reduce 3.87% 0.18 $26.30–33.79 · VW $30.35i $63,162,000 SEC
2018   Q3 2,372,835 4.53 Add 0.21% <0.01 $33.38–39.68 · VW $35.29i $80,226,000 SEC
2018   Q2 2,367,798 4.54 Reduce 22.80% 1.25 $34.66–39.73 · VW $37.93i $91,611,000 SEC
2018   Q1 3,067,125 5.50 Add 0.61% 0.03 $30.38–36.31 · VW $33.56i $107,902,000 SEC
2017   Q4 3,048,426 4.64 Reduce 9.34% 0.41 $28.78–31.91 · VW $30.66i $96,422,000 SEC
2017   Q3 3,362,470 4.42 Add 0.11% <0.01 $27.71–29.75 · VW $28.76i $97,142,000 SEC
2017   Q2 3,358,770 4.36 Reduce 2.71% 0.12 $26.85–29.47 · VW $28.36i $96,632,000 SEC
2017   Q1 3,452,270 4.55 $28.34 $97,837,000 SEC
2016   Q4 3,452,270 4.27 Reduce 4.01% 0.18 $25.24–28.47 · VW $26.76i $91,830,000 SEC
2016   Q3 3,596,370 4.50 Reduce 7.42% 0.35 $25.50–28.16 · VW $26.95i $95,448,000 SEC
2016   Q2 3,884,570 4.66 Reduce 5.16% 0.21 $24.01–26.37 · VW $25.32i $101,931,000 SEC
2016   Q1 4,096,070 3.99 Reduce 20.62% 0.79 $17.85–24.80 · VW $21.82i $101,091,000 SEC
2015   Q4 5,160,270 3.82 Reduce 6.67% 0.23 $21.83–24.83 · VW $23.13i $114,558,000 SEC
2015   Q3 5,529,082 3.42 Add 6.61% 0.21 $21.84–26.49 · VW $23.58i $122,027,000 SEC
2015   Q2 5,186,182 3.45 Add 52.88% 1.19 $24.70–27.03 · VW $25.76i $132,507,000 SEC
2015   Q1 3,392,282 2.42 Add 34.45% 0.62 $26.19–29.88 · VW $27.88i $91,456,000 SEC
2014   Q4 2,523,070 1.89 Add 355.53% 1.48 $25.87–34.04 · VW $29.43i $70,495,000 SEC
2014   Q3 553,871 0.39 Add 1.09% <0.01 $30.46–35.79 · VW $33.73i $17,248,000 SEC
2014   Q2 547,884 0.40 Reduce 24.37% 0.12 $32.29–36.46 · VW $34.75i $19,477,000 SEC
2014   Q1 724,430 0.51 Add 1227.33% 0.47 $30.48–35.32 · VW $33.35i $24,838,000 SEC
2013   Q4 54,578 0.03 Buy 0.03 $29.49–43.94 · VW $34.15i $1,716,000 SEC
Price snapshot:
Current price$21.45
52-week low$19.25
52-week high$24.58