Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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 10,762,643 10.92 Add 89.52% 5.16 $19.49–24.82 · VW $21.88i $221,925,692 SEC
2025   Q4 5,678,941 5.48 Add 26.29% 1.14 $21.06–27.06 · VW $22.55i $122,949,067 SEC
2025   Q3 4,496,725 6.09 Buy 6.09 $21.97–27.34 · VW $25.02i $119,343,081 SEC
2017   Q1 0 0.00 Sell 100.00% 1.73 $26.54–29.86 · VW $28.35i SEC
2016   Q4 6,755,763 1.73 $26.60 $179,703,000 SEC
2016   Q3 6,755,763 1.72 Reduce 16.22% 0.36 $25.50–28.16 · VW $26.95i $179,298,000 SEC
2016   Q2 8,063,423 2.19 Reduce 0.36% <0.01 $24.01–26.37 · VW $25.32i $211,584,000 SEC
2016   Q1 8,092,321 1.93 $24.68 $199,718,000 SEC
2015   Q4 8,092,321 1.63 Reduce 26.85% 0.55 $21.83–24.83 · VW $23.13i $179,649,000 SEC
2015   Q3 11,062,221 2.06 Add 28.19% 0.45 $21.84–26.49 · VW $23.58i $244,143,000 SEC
2015   Q2 8,629,721 1.48 Add 11.00% 0.15 $24.70–27.03 · VW $25.76i $220,489,000 SEC
2015   Q1 7,774,721 1.33 $26.96 $209,607,000 SEC
2014   Q4 7,774,721 1.26 Add 0.62% <0.01 $25.87–34.04 · VW $29.43i $217,226,000 SEC
2014   Q3 7,726,521 1.31 Add 475.79% 1.08 $30.46–35.79 · VW $33.73i $240,603,000 SEC
2014   Q2 1,341,900 0.25 Add 138.08% 0.15 $32.29–36.46 · VW $34.75i $47,705,000 SEC
2014   Q1 563,636 0.11 Add 354.81% 0.09 $30.48–35.32 · VW $33.35i $19,325,000 SEC
2013   Q4 123,928 0.02 Buy 0.02 $29.49–43.94 · VW $34.15i $3,896,000 SEC
2003   Q3 0 0.00 Sell 100.00% 1.49 $9.08–11.57 · VW $10.72i SEC
2003   Q2 22,656,777 1.49 Reduce 1.04% 0.02 $8.08–10.06 · VW $9.28i $209,073,000 SEC
2003   Q1 22,896,021 1.56 $8.21 $188,061,000 SEC
2002   Q4 22,896,021 1.59 Reduce 2.93% 0.05 $6.84–8.70 · VW $7.99i $193,141,000 SEC
2002   Q3 23,586,930 1.66 Reduce 3.96% 0.07 $7.58–9.58 · VW $8.75i $184,282,000 SEC
2002   Q2 24,559,460 1.89 Reduce 8.94% 0.20 $8.89–10.94 · VW $9.93i $224,937,000 SEC
2002   Q1 26,971,741 2.28 Reduce 0.22% <0.01 $8.76–10.12 · VW $9.44i $267,898,000 SEC
2001   Q4 27,030,747 2.21 Reduce 0.72% 0.01 $7.14–9.50 · VW $8.57i $254,323,000 SEC
2001   Q3 27,228,150 1.89 Reduce 2.16% 0.04 $6.67–8.89 · VW $8.37i $205,421,000 SEC
2001   Q2 27,828,940 2.08 Reduce 1.63% 0.03 $7.23–8.71 · VW $8.24i $240,978,000 SEC
2001   Q1 28,290,798 1.87 Reduce 0.25% <0.01 $6.95–8.20 · VW $7.72i $217,817,000 SEC
2000   Q4 28,360,533 1.71 Reduce 0.47% <0.01 $5.83–7.68 · VW $6.72i $210,489,000 SEC
2000   Q3 28,494,638 1.70 $6.70 $190,900,000 SEC
2000   Q2 28,494,638 1.78 Reduce 4.14% 0.11 $6.59–9.11 · VW $7.81i $190,568,000 SEC
2000   Q1 29,725,722 2.64 Reduce 4.70% 0.15 $6.63–9.09 · VW $7.97i $270,148,000 SEC
1999   Q4 31,190,149 3.13 Reduce 1.04% 0.03 $6.76–9.05 · VW $8.05i $280,913,000 SEC
1999   Q3 31,517,365 2.73 Reduce 0.44% 0.02 $6.84–9.86 · VW $8.20i $246,771,000 SEC
1999   Q2 31,656,834 3.51 Reduce 0.10% <0.01 $7.33–9.54 · VW $8.70i $293,968,000 SEC
1999   Q1 31,689,020 3.21 $7.47 $236,670,000 SEC
Price snapshot:
Current price$21.45
Avg. buy price$23.21
+/- since buy-7.57%
52-week low$19.25
52-week high$24.58