RYN
Rayonier Inc
2 super-investors hold RYN worth a combined $233M. The largest position: Mason Hawkins at 10.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 35 — ranked #227 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own RYN
Mason Hawkins is the dominant force behind super-investor interest in RYN, holding a $222M position that represents 10.9% of his portfolio — a conviction level that makes this one of his most concentrated bets. Hawkins added to the position in 2026Q1, reinforcing his commitment even as Third Avenue Management exited entirely this quarter, bringing the cohort count back down to two owners (with Joel Greenblatt holding a nominal $11M, essentially zero-weight slice). The eight-quarter ownership trend — flat at one holder, briefly rising to two, now effectively anchored by a single dominant name — suggests this is a Hawkins-specific thesis rather than a broadening super-investor consensus. Interest is neither rising nor fading broadly; it is concentrated.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 10.9% | 6q | $222M | 10,762,643 |
| 2 | Joel Greenblatt | <0.1% | 33q | $11M | 550,918 |
Owners of RYN also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 10.9% | +90% | $222M | May 15, 2026 |
| Third Avenue Management | EXIT | 0.7% | -100% | $0 | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 754907103. Not investment advice.