Condire Management’s Rayonier Advanced Materials RYAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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