Firetrail Investments’s Rayonier RYN Stock Holding History

Firetrail Investments’s Portfolio RYN Stock Details RYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250,390	Closed	-$6.29M	–	31
2025 Q3	$6.29M	Sell	250,390 -884	-0.4%	-$21.2K	1.57%	27
2025 Q2	$5.29M	Sell	251,274 -186,298	-43%	-$4.25M	1.38%	26
2025 Q1	$11.8M	Buy	437,572 +34,311	+9%	+$869K	3.42%	13
2024 Q4	$10.1M	Buy	403,261 +131,797	+49%	+$3.67M	3.02%	17
2024 Q3	$7.92M	Buy	271,464 +1,852	+0.7%	+$50.5K	2.28%	25
2024 Q2	$7.12M	Buy	269,612 +151,071	+127%	+$4.15M	2.16%	23
2024 Q1	$3.57M	Buy	118,541 +361	+0.3%	+$10.8K	2.94%	19
2023 Q4	$3.32M	Buy	+118,180	New	+$3.16M	2.45%	21

Other funds holding RYN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Firetrail Investments's RYN Position: Q4 2025 in Review

Firetrail Investments sold out of Rayonier (RYN) in Q4 2025, closing a stake of 250,390 shares — an estimated $6.29M sold.

Firetrail Investments first reported a position in RYN in Q4 2023 and held it in 8 quarters. The position peaked at $11.8M in Q1 2025. 360 funds tracked by Wall St. Rank hold RYN as of Q4 2025.

Firetrail Investments reported no remaining Rayonier position as of Q4 2025 after selling out during the quarter.
Firetrail Investments sold 250,390 Rayonier shares in Q4 2025, an estimated $6.29M.
Firetrail Investments first reported a position in Rayonier in Q4 2023 and held it in 8 quarters.
Firetrail Investments's Rayonier position peaked at $11.8M in Q1 2025.
360 funds tracked by Wall St. Rank held Rayonier as of Q4 2025.

Based on Firetrail Investments's 13F filing for Q4 2025, filed 4 Feb 2026.