Third Avenue Management’s PotlatchDeltic PCH Stock Holding History

Third Avenue 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
2025 Q2	–	Sell	-20,000	Closed	-$902K	–	58
2025 Q1	$902K	Hold	20,000	–	–	0.18%	55
2024 Q4	$785K	Hold	20,000	–	–	0.15%	53
2024 Q3	$901K	Hold	20,000	–	–	0.15%	54
2024 Q2	$788K	Hold	20,000	–	–	0.14%	53
2024 Q1	$940K	Hold	20,000	–	–	0.15%	53
2023 Q4	$982K	Hold	20,000	–	–	0.16%	55
2023 Q3	$903K	Hold	20,000	–	–	0.15%	53
2023 Q2	$1.06M	Hold	20,000	–	–	0.17%	51
2023 Q1	$990K	Hold	20,000	–	–	0.17%	49
2022 Q4	$880K	Hold	20,000	–	–	0.15%	49
2022 Q3	$821K	Hold	20,000	–	–	0.16%	48
2022 Q2	$884K	Hold	20,000	–	–	0.16%	49
2022 Q1	$1.05M	Hold	20,000	–	–	0.14%	51
2021 Q4	$1.21M	Hold	20,000	–	–	0.16%	51
2021 Q3	$1.03M	Hold	20,000	–	–	0.14%	55
2021 Q2	$1.06M	Hold	20,000	–	–	0.14%	53
2021 Q1	$1.06M	Hold	20,000	–	–	0.14%	53
2020 Q4	$1M	Hold	20,000	–	–	0.14%	55
2020 Q3	$842K	Buy	20,000 +4,000	+25%	+$171K	0.12%	56
2020 Q2	$609K	Hold	16,000	–	–	0.09%	60
2020 Q1	$503K	Buy	+16,000	New	+$620K	0.07%	60

Other funds holding PCH

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

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

Norges Bank Oslo, Norway $1T AUM

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Third Avenue Management's PCH Position: Q2 2025 in Review

Third Avenue Management sold out of PotlatchDeltic (PCH) in Q2 2025, closing a stake of 20,000 shares — an estimated $902K sold.

Third Avenue Management first reported a position in PCH in Q1 2020 and held it in 21 quarters. The position peaked at $1.21M in Q4 2021. 323 funds tracked by Wall St. Rank hold PCH as of Q2 2025.

Third Avenue Management reported no remaining PotlatchDeltic position as of Q2 2025 after selling out during the quarter.
Third Avenue Management sold 20,000 PotlatchDeltic shares in Q2 2025, an estimated $902K.
Third Avenue Management first reported a position in PotlatchDeltic in Q1 2020 and held it in 21 quarters.
Third Avenue Management's PotlatchDeltic position peaked at $1.21M in Q4 2021.
323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2025.

Based on Third Avenue Management's 13F filing for Q2 2025, filed 13 Aug 2025.