Balyasny Asset Management’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,786,445
| Closed | -$71.1M | – | 3370 |
|
|
2025
Q4 | $71.1M | Buy |
+1,786,445
| New | +$72.3M | 0.09% | 247 |
|
|
2025
Q3 | – | Sell |
-366,720
| Closed | -$14.1M | – | 3336 |
|
|
2025
Q2 | $14.1M | Sell |
366,720
-1,081
| -0.3% | -$42.4K | 0.02% | 811 |
|
|
2025
Q1 | $16.6M | Sell |
367,801
-199,570
| -35% | -$8.77M | 0.03% | 678 |
|
|
2024
Q4 | $22.3M | Buy |
567,371
+408,355
| +257% | +$17.3M | 0.03% | 611 |
|
|
2024
Q3 | $7.16M | Sell |
159,016
-49,978
| -24% | -$2.12M | 0.01% | 1106 |
|
|
2024
Q2 | $8.23M | Buy |
208,994
+145,947
| +231% | +$6.18M | 0.01% | 966 |
|
|
2024
Q1 | $2.96M | Sell |
63,047
-36,721
| -37% | -$1.69M | 0.01% | 1413 |
|
|
2023
Q4 | $4.9M | Buy |
+99,768
| New | +$4.57M | 0.01% | 1119 |
|
|
2023
Q2 | – | Sell |
-4,530
| Closed | -$224K | – | 2660 |
|
|
2023
Q1 | $224K | Buy |
+4,530
| New | +$213K | ﹤0.01% | 2196 |
|
|
2022
Q3 | – | Sell |
-70,148
| Closed | -$3.1M | – | 3165 |
|
|
2022
Q2 | $3.1M | Buy |
70,148
+32,903
| +88% | +$1.7M | 0.01% | 1159 |
|
|
2022
Q1 | $1.96M | Buy |
+37,245
| New | +$2.03M | 0.01% | 1365 |
|
|
2020
Q3 | – | Sell |
-36,346
| Closed | -$1.38M | – | 1516 |
|
|
2020
Q2 | $1.38M | Buy |
36,346
+17,342
| +91% | +$586K | 0.01% | 779 |
|
|
2020
Q1 | $597K | Buy |
+19,004
| New | +$736K | 0.01% | 864 |
|
|
2019
Q4 | – | Sell |
-25,557
| Closed | -$1.05M | – | 1405 |
|
|
2019
Q3 | $1.05M | Buy |
25,557
+19,359
| +312% | +$751K | 0.01% | 821 |
|
|
2019
Q2 | $242K | Sell |
6,198
-152,022
| -96% | -$5.71M | ﹤0.01% | 1372 |
|
|
2019
Q1 | $5.98M | Buy |
158,220
+126,690
| +402% | +$4.52M | 0.04% | 530 |
|
|
2018
Q4 | $998K | Sell |
31,530
-57,915
| -65% | -$2.07M | 0.01% | 902 |
|
|
2018
Q3 | $3.66M | Sell |
89,445
-862,798
| -91% | -$40.8M | 0.02% | 804 |
|
|
2018
Q2 | $48.4M | Sell |
952,243
-148,037
| -13% | -$7.5M | 0.22% | 120 |
|
|
2018
Q1 | $57.3M | Buy |
1,100,280
+443,648
| +68% | +$23.1M | 0.24% | 96 |
|
|
2017
Q4 | $32.8M | Buy |
656,632
+5,127
| +0.8% | +$265K | 0.1% | 260 |
|
|
2017
Q3 | $33.2M | Buy |
651,505
+313,957
| +93% | +$14.9M | 0.13% | 213 |
|
|
2017
Q2 | $15.4M | Buy |
337,548
+94,314
| +39% | +$4.34M | 0.06% | 396 |
|
|
2017
Q1 | $11.1M | Buy |
243,234
+183,234
| +305% | +$7.91M | 0.05% | 461 |
|
|
2016
Q4 | $2.5M | Buy |
+60,000
| New | +$2.42M | 0.01% | 843 |
|
Other funds holding PCH
Balyasny Asset Management's PCH Position: Q1 2026 in Review
Balyasny Asset Management sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 1,786,445 shares — an estimated $71.1M sold.
Balyasny Asset Management first reported a position in PCH in Q4 2016 and held it in 25 quarters. The position peaked at $71.1M in Q4 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.
- Balyasny Asset Management reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
- Balyasny Asset Management sold 1,786,445 PotlatchDeltic shares in Q1 2026, an estimated $71.1M.
- Balyasny Asset Management first reported a position in PotlatchDeltic in Q4 2016 and held it in 25 quarters.
- Balyasny Asset Management's PotlatchDeltic position peaked at $71.1M in Q4 2025.
- 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.