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Oakum Bay Capital’s Rayonier RYN Stock Holding History

Oakum Bay Capital’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
Q1 		$13.8M Buy
671,559
+511,581
+320% +$11.3M 7.42% 5
2025
Q4 		$3.46M Buy
+159,978
New +$3.62M 1.69% 13

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

Oakum Bay Capital's RYN Position: Q1 2026 in Review

Oakum Bay Capital increased its Rayonier (RYN) stake by 320% in Q1 2026, buying an estimated $11.3M and bringing the position to 671,559 shares worth $13.8M. The position accounts for 7.42% of the portfolio, ranked #5.

Oakum Bay Capital first reported a position in RYN in Q4 2025 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold RYN as of Q1 2026.

  • Oakum Bay Capital held 671,559 shares of Rayonier worth $13.8M as of Q1 2026.
  • Oakum Bay Capital bought 511,581 Rayonier shares in Q1 2026, an estimated $11.3M.
  • Rayonier made up 7.42% of Oakum Bay Capital's portfolio in Q1 2026, its #5 holding.
  • Oakum Bay Capital first reported a position in Rayonier in Q4 2025 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Rayonier as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.