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  Weyerhaeuser Co. (WY)
← All WY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 162,377 0.64 Reduce 5.36% 0.04 $22.41–27.75 · VW $24.89i $3,966,870 SEC
2025   Q4 171,582 0.74 Add 5.97% 0.04 $21.16–27.60 · VW $24.85i $4,064,778 SEC
2025   Q3 161,920 0.76 Reduce 26.68% 0.31 $22.57–26.90 · VW $24.16i $4,039,904 SEC
2025   Q2 220,849 1.17 $25.69 $5,673,611 SEC
2025   Q1 220,849 1.30 $29.28 $6,466,459 SEC
2024   Q4 220,849 1.20 Reduce 28.30% 0.48 $27.06–32.70 · VW $30.13i $6,216,899 SEC
2024   Q3 308,007 1.71 Reduce 10.66% 0.18 $29.69–34.03 · VW $31.63i $10,429,117 SEC
2024   Q2 344,740 1.68 Reduce 7.03% 0.15 $26.73–32.18 · VW $30.22i $9,787,169 SEC
2024   Q1 370,804 2.12 Add 0.18% <0.01 $30.15–36.27 · VW $32.20i $13,315,572 SEC
2023   Q4 370,142 2.11 Reduce 14.96% 0.33 $28.26–35.14 · VW $32.06i $12,869,837 SEC
2023   Q3 435,244 2.23 Reduce 10.30% 0.28 $28.30–34.10 · VW $30.36i $13,279,294 SEC
2023   Q2 485,242 2.68 Reduce 0.02% <0.01 $28.12–35.08 · VW $32.42i $16,260,459 SEC
2023   Q1 485,347 2.50 Reduce 2.68% 0.07 $27.65–36.00 · VW $31.19i $14,623,505 SEC
2022   Q4 498,725 2.69 Reduce 5.74% 0.17 $28.90–34.45 · VW $32.59i $15,460,475 SEC
2022   Q3 529,073 2.97 Reduce 2.17% 0.07 $27.37–37.37 · VW $31.89i $15,111,000 SEC
2022   Q2 540,815 3.19 Reduce 29.45% 1.17 $32.50–42.41 · VW $37.08i $17,912,000 SEC
2022   Q1 766,619 3.96 Reduce 0.82% 0.03 $36.46–43.04 · VW $40.24i $29,055,000 SEC
2021   Q4 772,935 4.19 Reduce 6.86% 0.27 $35.56–41.80 · VW $39.26i $31,830,000 SEC
2021   Q3 829,843 3.97 Add 0.25% <0.01 $33.28–38.29 · VW $35.76i $29,518,000 SEC
2021   Q2 827,809 3.77 Reduce 3.02% 0.12 $32.65–41.68 · VW $36.02i $28,494,000 SEC
2021   Q1 853,583 4.02 Reduce 36.17% 2.28 $30.87–40.56 · VW $36.73i $30,388,000 SEC
2020   Q4 1,337,290 6.29 Reduce 20.73% 1.39 $27.40–34.71 · VW $31.10i $44,840,000 SEC
2020   Q3 1,686,905 6.69 Reduce 2.63% 0.14 $26.51–31.16 · VW $28.32i $48,111,000 SEC
2020   Q2 1,732,549 5.45 Reduce 5.71% 0.26 $16.05–29.03 · VW $24.30i $38,914,000 SEC
2020   Q1 1,837,497 4.61 Reduce 30.53% 2.41 $13.10–30.94 · VW $21.97i $31,146,000 SEC
2019   Q4 2,644,843 7.90 Reduce 17.31% 1.38 $28.04–31.58 · VW $29.52i $79,875,000 SEC
2019   Q3 3,198,359 8.00 Reduce 21.95% 1.99 $24.02–30.06 · VW $27.76i $88,595,000 SEC
2019   Q2 4,097,807 9.06 Reduce 4.62% 0.39 $22.35–27.11 · VW $24.96i $107,937,000 SEC
2019   Q1 4,296,482 8.52 Reduce 10.67% 0.92 $24.19–27.60 · VW $26.20i $110,119,000 SEC
2018   Q4 4,809,541 8.59 Add 2.65% 0.22 $20.52–27.93 · VW $24.90i $105,137,000 SEC
2018   Q3 4,685,535 8.54 Reduce 7.07% 0.64 $25.75–35.79 · VW $29.39i $151,203,000 SEC
2018   Q2 5,042,034 9.11 Reduce 0.26% 0.02 $33.66–38.39 · VW $35.41i $183,833,000 SEC
2018   Q1 5,055,211 9.01 Reduce 5.05% 0.46 $33.02–37.67 · VW $35.82i $176,933,000 SEC
2017   Q4 5,324,065 9.03 Reduce 5.53% 0.48 $34.57–37.89 · VW $36.67i $187,727,000 SEC
2017   Q3 5,635,761 8.74 Reduce 0.29% 0.02 $30.95–36.00 · VW $34.29i $191,785,000 SEC
2017   Q2 5,651,983 8.55 Reduce 4.52% 0.42 $31.80–34.46 · VW $33.09i $189,342,000 SEC
2017   Q1 5,919,490 9.36 Reduce 1.56% 0.13 $30.75–35.50 · VW $33.37i $201,144,000 SEC
2016   Q4 6,013,322 8.41 Reduce 0.51% 0.05 $28.58–33.28 · VW $31.06i $180,941,000 SEC
2016   Q3 6,044,348 9.10 Reduce 8.56% 0.77 $29.66–33.17 · VW $30.92i $193,056,000 SEC
2016   Q2 6,610,196 8.99 Reduce 10.03% 0.90 $26.55–33.07 · VW $30.78i $196,786,000 SEC
2016   Q1 7,347,132 8.97 Reduce 19.66% 1.80 $22.06–32.56 · VW $28.91i $227,614,000 SEC
2015   Q4 9,145,053 9.13 Reduce 22.53% 2.04 $23.73–32.72 · VW $27.35i $274,169,000 SEC
2015   Q3 11,805,135 9.04 Add 6.65% 0.56 $26.73–31.34 · VW $29.13i $322,752,000 SEC
2015   Q2 11,069,464 9.07 Add 8.90% 0.74 $29.63–33.10 · VW $31.14i $348,689,000 SEC
2015   Q1 10,165,027 8.92 Add 9.28% 0.76 $31.25–35.83 · VW $32.86i $336,971,000 SEC
2014   Q4 9,301,510 8.94 Reduce 4.33% 0.30 $33.77–37.04 · VW $35.55i $333,831,000 SEC
2014   Q3 9,722,375 6.94 Add 3.71% 0.25 $31.09–34.60 · VW $33.18i $309,755,000 SEC
2014   Q2 9,374,201 6.37 Add 43.38% 1.93 $29.54–33.75 · VW $31.54i $310,192,000 SEC
2014   Q1 6,538,015 3.94 Reduce 20.42% 1.03 $27.48–30.60 · VW $29.31i $191,891,000 SEC
2013   Q4 8,215,227 5.05 Reduce 0.15% <0.01 $28.56–31.71 · VW $30.05i $259,355,000 SEC
2013   Q3 8,227,549 4.82 Add 5.51% 0.25 $26.64–32.00 · VW $29.69i $235,555,000 SEC
2013   Q2 7,797,646 4.69 Add 26.04% 0.97 $26.38–33.24 · VW $29.34i $222,155,000 SEC
2013   Q1 6,186,599 4.60 Add 6.38% 0.28 $28.78–32.00 · VW $30.43i $194,136,000 SEC
2012   Q4 5,815,826 4.40 Reduce 8.56% $24.75–31.74 · VW $28.87i $161,797,000 SEC
2012   Q2 6,360,104 0.00 Reduce 0.36% 0.01 $18.60–23.99 · VW $21.98i $142,212,000 SEC
2012   Q1 6,382,980 4.00 Reduce 3.28% 0.12 $19.68–22.36 · VW $20.80i $139,915,000 SEC
2011   Q4 6,599,554 3.78 Reduce 6.52% 0.22 $15.40–21.12 · VW $18.85i $123,213,000 SEC
2011   Q3 7,059,648 3.37 Add 8.62% 0.27 $14.82–20.13 · VW $17.64i $109,778,000 SEC
2011   Q2 6,499,140 3.43 Add 0.89% 0.03 $19.50–23.13 · VW $20.87i $142,071,000 SEC
2011   Q1 6,441,501 3.48 Reduce 1.09% 0.03 $21.72–25.33 · VW $23.35i $158,461,000 SEC
2010   Q4 6,512,624 2.72 Add 12.28% 0.30 $16.18–23.29 · VW $20.88i $123,284,000 SEC
2010   Q3 5,800,484 2.13 Add 237.88% 1.50 $15.06–17.73 · VW $16.34i $91,416,000 SEC
2010   Q2 1,716,740 1.57 Add 41.76% 0.46 $15.27–50.96 · VW $27.48i $60,429,000 SEC
2010   Q1 1,211,033 1.16 Add 23.30% 0.22 $38.25–53.69 · VW $47.15i $54,823,000 SEC
2009   Q4 982,197 0.92 Add 11.86% 0.10 $35.82–46.80 · VW $40.84i $42,372,000 SEC
2009   Q3 878,048 0.68 Add 0.38% <0.01 $34.37–41.28 · VW $37.33i $32,180,000 SEC
2009   Q2 874,759 0.69 Add 2180.69% 0.66 $27.07–37.93 · VW $33.35i $26,619,000 SEC
2009   Q1 38,355 0.03 Buy 0.03 $18.67–38.17 · VW $30.70i $1,057,000 SEC
Price snapshot:
Current price$23.41
Avg. buy price$26.97
+/- since buy-13.20%
52-week low$20.60
52-week high$27.28