WY
Weyerhaeuser CO
5 super-investors hold WY worth a combined $1.19B. The largest position: First Eagle Investment Management at 1.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #383 of 724 scored stocks.
Why super-investors own WY
First Eagle Investment Management dominates this story almost entirely: its $1.1B stake accounts for roughly 92% of the cohort's combined $1.2B exposure and represents 1.5% of First Eagle's portfolio — the only holding here with meaningful concentration. The remaining owners — Third Avenue Management, Joel Greenblatt, Mairs & Power, and Thomas Gayner — each carry negligible allocations. Cohort breadth has been locked at one meaningful holder for eight consecutive quarters, and 2026Q1 saw zero additions, trims, starts, or exits across all five. Interest is neither rising nor fading; it is static, driven almost exclusively by First Eagle's long-standing position with no sign of broader conviction building within the tracked universe.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.5% | 40q | $1.13B | 46,293,464 |
| 2 | Joel Greenblatt | <0.1% | 40q | $58M | 2,390,909 |
| 3 | Third Avenue Management | 0.6% | 40q | $4M | 162,377 |
| 4 | Mairs & Power Funds | <0.1% | 40q | $882K | 36,117 |
| 5 | Thomas Gayner | <0.1% | — 1q | $428K | 17,500 |
Owners of WY also hold
Long US equity 13F-HR filings only. CUSIP 962166104. Not investment advice.