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Mason Hawkins’s Rayonier RYN Stock Holding History

Mason Hawkins’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
2026
Q2 		$202M Sell
9,491,347
-1,271,296
-12% -$26.6M 10.54% 1
2026
Q1 		$222M Buy
10,762,643
+5,083,702
+90% +$112M 10.92% 1
2025
Q4 		$123M Buy
5,678,941
+962,683
+20% +$21.8M 5.48% 6
2025
Q3 		$119M Buy
+4,716,258
New +$113M 6.09% 3
2017
Q1 		– Sell
-7,446,389
Closed -$180M – 30
2016
Q4 		$180M Hold
7,446,389
– – 1.73% 18
2016
Q3 		$179M Sell
7,446,389
-1,441,340
-16% -$35.2M 1.72% 17
2016
Q2 		$212M Sell
8,887,729
-31,852
-0.4% -$731K 2.16% 15
2016
Q1 		$200M Hold
8,919,581
– – 1.91% 16
2015
Q4 		$180M Sell
8,919,581
-3,273,506
-27% -$68.8M 1.62% 19
2015
Q3 		$244M Buy
12,193,087
+2,681,169
+28% +$58M 2.06% 17
2015
Q2 		$220M Buy
9,511,918
+942,405
+11% +$22.1M 1.47% 19
2015
Q1 		$210M Hold
8,569,513
– – 1.32% 20
2014
Q4 		$217M Buy
8,569,513
+53,127
+0.6% +$1.42M 1.25% 21
2014
Q3 		$241M Buy
8,516,386
+7,037,307
+476% +$216M 1.31% 21
2014
Q2 		$47.7M Buy
1,479,079
+857,824
+138% +$26.9M 0.25% 23
2014
Q1 		$19.3M Buy
621,255
+484,658
+355% +$14.6M 0.11% 27
2013
Q4 		$3.9M Buy
+136,597
New +$4.41M 0.02% 32

Other funds holding RYN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mason Hawkins's RYN Position: Q2 2026 in Review

Mason Hawkins reduced its Rayonier (RYN) stake by 12% in Q2 2026, selling an estimated $26.6M and leaving 9,491,347 shares worth $202M. The position accounts for 10.54% of the portfolio, ranked #1.

Mason Hawkins first reported a position in RYN in Q4 2013 and has held it in 17 quarters since. The position peaked at $244M in Q3 2015. 454 funds tracked by Wall St. Rank hold RYN as of Q2 2026.

  • Mason Hawkins held 9,491,347 shares of Rayonier worth $202M as of Q2 2026.
  • Mason Hawkins sold 1,271,296 Rayonier shares in Q2 2026, an estimated $26.6M.
  • Rayonier made up 10.54% of Mason Hawkins's portfolio in Q2 2026, its #1 holding.
  • Mason Hawkins first reported a position in Rayonier in Q4 2013 and has held it in 17 quarters since.
  • Mason Hawkins's Rayonier position peaked at $244M in Q3 2015.
  • 454 funds tracked by Wall St. Rank held Rayonier as of Q2 2026.

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