SCM
PCH

Sirios Capital Management’s PotlatchDeltic PCH Stock Holding History

Sirios Capital Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-221,645
Closed -$8.82M – 87
2025
Q4 		$8.82M Buy
221,645
+184,599
+498% +$7.47M 1.1% 32
2025
Q3 		$1.51M Buy
+37,046
New +$1.54M 0.2% 55
2022
Q2 		– Sell
-21,738
Closed -$1.15M – 61
2022
Q1 		$1.15M Sell
21,738
-19,586
-47% -$1.07M 0.15% 55
2021
Q4 		$2.49M Sell
41,324
-18,854
-31% -$1.06M 0.29% 56
2021
Q3 		$3.1M Sell
60,178
-96,069
-61% -$5.01M 0.32% 58
2021
Q2 		$8.3M Buy
156,247
+45,672
+41% +$2.63M 0.72% 48
2021
Q1 		$5.85M Sell
110,575
-11,516
-9% -$594K 0.49% 49
2020
Q4 		$6.11M Buy
+122,091
New +$5.62M 0.48% 57

Other funds holding PCH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sirios Capital Management's PCH Position: Q1 2026 in Review

Sirios Capital Management sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 221,645 shares — an estimated $8.82M sold.

Sirios Capital Management first reported a position in PCH in Q4 2020 and held it in 8 quarters. The position peaked at $8.82M in Q4 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

  • Sirios Capital Management reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
  • Sirios Capital Management sold 221,645 PotlatchDeltic shares in Q1 2026, an estimated $8.82M.
  • Sirios Capital Management first reported a position in PotlatchDeltic in Q4 2020 and held it in 8 quarters.
  • Sirios Capital Management's PotlatchDeltic position peaked at $8.82M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

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