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Condire Management’s Rayonier Advanced Materials RYAM Stock Holding History

Condire Management’s Portfolio RYAM Stock Details RYAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50M Hold
6,358,877
– – 5.3% 7
2026
Q1 		$70.4M Hold
6,358,877
– – 6.8% 6
2025
Q4 		$37.5M Buy
6,358,877
+2,747
+0% +$17.9K 3.91% 11
2025
Q3 		$45.9M Hold
6,356,130
– – 5.49% 8
2025
Q2 		$24.5M Hold
6,356,130
– – 3.52% 10
2025
Q1 		$36.5M Hold
6,356,130
– – 5.47% 6
2024
Q4 		$52.4M Hold
6,356,130
– – 7.59% 5
2024
Q3 		$54.4M Hold
6,356,130
– – 6.84% 6
2024
Q2 		$34.6M Hold
6,356,130
– – 4.67% 9
2024
Q1 		$30.4M Hold
6,356,130
– – 4.1% 10
2023
Q4 		$25.7M Buy
6,356,130
+31,710
+0.5% +$104K 3.95% 10
2023
Q3 		$22.4M Buy
6,324,420
+100,000
+2% +$375K 3.81% 12
2023
Q2 		$26.6M Hold
6,224,420
– – 5.37% 8
2023
Q1 		$39M Hold
6,224,420
– – 7.77% 5
2022
Q4 		$59.8M Buy
6,224,420
+15,104
+0.2% +$96.1K 10.9% 2
2022
Q3 		$19.6M Hold
6,209,316
– – 3.55% 9
2022
Q2 		$16.3M Buy
6,209,316
+2,160,507
+53% +$9.69M 3.29% 14
2022
Q1 		$26.6M Buy
4,048,809
+641,153
+19% +$3.9M 5% 9
2021
Q4 		$19.5M Buy
3,407,656
+207,656
+6% +$1.35M 3.87% 11
2021
Q3 		$24M Buy
3,200,000
+600,000
+23% +$4.13M 6.12% 7
2021
Q2 		$17.4M Buy
+2,600,000
New +$21.2M 3.73% 13

Other funds holding RYAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Condire Management's RYAM Position: Q2 2026 in Review

Condire Management held its Rayonier Advanced Materials (RYAM) position steady in Q2 2026 at 6,358,877 shares worth $50M. The position accounts for 5.3% of the portfolio, ranked #7.

Condire Management first reported a position in RYAM in Q2 2021 and has held it in 21 quarters since. The position peaked at $70.4M in Q1 2026. 188 funds tracked by Wall St. Rank hold RYAM as of Q2 2026.

  • Condire Management held 6,358,877 shares of Rayonier Advanced Materials worth $50M as of Q2 2026.
  • Condire Management left its Rayonier Advanced Materials share count unchanged in Q2 2026.
  • Rayonier Advanced Materials made up 5.3% of Condire Management's portfolio in Q2 2026, its #7 holding.
  • Condire Management first reported a position in Rayonier Advanced Materials in Q2 2021 and has held it in 21 quarters since.
  • Condire Management's Rayonier Advanced Materials position peaked at $70.4M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Rayonier Advanced Materials as of Q2 2026.

Based on Condire Management's 13F filing for Q2 2026, filed 14 Aug 2026.