Third Avenue Management’s Rayonier RYN Stock Holding History

Third Avenue Management’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	–	Sell	-188,340	Closed	-$4.08M	–	57
2025 Q4	$4.08M	Sell	188,340 -40,357	-18%	-$913K	0.74%	39
2025 Q3	$5.87M	Sell	228,697 -42,034	-16%	-$1.01M	1.1%	31
2025 Q2	$5.73M	Sell	270,731 -388	-0.1%	-$8.86K	1.18%	31
2025 Q1	$7.21M	Sell	271,119 -60,099	-18%	-$1.52M	1.45%	26
2024 Q4	$8.24M	Sell	331,218 -16,866	-5%	-$470K	1.59%	21
2024 Q3	$10.2M	Buy	348,084 +52	+0%	+$1.42K	1.66%	20
2024 Q2	$9.19M	Sell	348,032 -26,007	-7%	-$714K	1.58%	21
2024 Q1	$11.3M	Buy	374,039 +691	+0.2%	+$20.6K	1.8%	18
2023 Q4	$11.3M	Sell	373,348 -87,596	-19%	-$2.34M	1.86%	17
2023 Q3	$11.8M	Sell	460,944 -30,879	-6%	-$862K	1.98%	17
2023 Q2	$14M	Sell	491,823 -75	-0%	-$2.09K	2.31%	16
2023 Q1	$14.8M	Sell	491,898 -12,867	-3%	-$397K	2.54%	13
2022 Q4	$15.1M	Sell	504,765 -46,922	-9%	-$1.44M	2.63%	15
2022 Q3	$15M	Sell	551,687 -34,724	-6%	-$1.12M	2.95%	13
2022 Q2	$19.9M	Sell	586,411 -253,894	-30%	-$9.31M	3.54%	8
2022 Q1	$31.3M	Sell	840,305 -3,328	-0.4%	-$118K	4.27%	7
2021 Q4	$30.9M	Sell	843,633 -65,156	-7%	-$2.27M	4.06%	8
2021 Q3	$29.4M	Buy	908,789 +1,835	+0.2%	+$61.5K	3.96%	8
2021 Q2	$29.6M	Sell	906,954 -28,304	-3%	-$929K	3.91%	7
2021 Q1	$27.4M	Sell	935,258 -143,415	-13%	-$4.23M	3.62%	7
2020 Q4	$28.8M	Sell	1,078,673 -101,029	-9%	-$2.58M	4.03%	6
2020 Q3	$28.3M	Sell	1,179,702 -49,906	-4%	-$1.24M	3.93%	7
2020 Q2	$27.7M	Sell	1,229,608 -118,069	-9%	-$2.57M	3.88%	8
2020 Q1	$28.8M	Sell	1,347,677 -65,692	-5%	-$1.66M	4.26%	7
2019 Q4	$42M	Sell	1,413,369 -619,849	-30%	-$16.9M	4.16%	8
2019 Q3	$52M	Sell	2,033,218 -203,000	-9%	-$5.2M	4.7%	6
2019 Q2	$61.5M	Sell	2,236,218 -78,597	-3%	-$2.2M	5.16%	5
2019 Q1	$66M	Sell	2,314,815 -199,372	-8%	-$5.32M	5.11%	5
2018 Q4	$63.2M	Sell	2,514,187 -101,218	-4%	-$2.81M	5.1%	6
2018 Q3	$80.2M	Buy	2,615,405 +5,552	+0.2%	+$178K	4.53%	6
2018 Q2	$91.6M	Sell	2,609,853 -770,817	-23%	-$26.4M	4.54%	6
2018 Q1	$108M	Buy	3,380,670 +20,610	+0.6%	+$627K	5.49%	5
2017 Q4	$96.4M	Sell	3,360,060 -346,148	-9%	-$9.61M	4.63%	5
2017 Q3	$97.1M	Buy	3,706,208 +4,079	+0.1%	+$106K	4.38%	5
2017 Q2	$96.6M	Sell	3,702,129 -103,059	-3%	-$2.66M	4.3%	5
2017 Q1	$97.8M	Hold	3,805,188	–	–	4.47%	5
2016 Q4	$91.8M	Sell	3,805,188 -158,831	-4%	-$3.84M	4.16%	5
2016 Q3	$95.4M	Sell	3,964,019 -317,662	-7%	-$7.75M	4.37%	4
2016 Q2	$102M	Sell	4,281,681 -233,121	-5%	-$5.35M	4.53%	4
2016 Q1	$101M	Sell	4,514,802 -1,172,991	-21%	-$22.8M	3.89%	5
2015 Q4	$115M	Sell	5,687,793 -406,515	-7%	-$8.55M	3.71%	8
2015 Q3	$122M	Buy	6,094,308 +377,954	+7%	+$8.18M	3.32%	8
2015 Q2	$133M	Buy	5,716,354 +1,977,287	+53%	+$46.4M	3.33%	6
2015 Q1	$91.5M	Buy	3,739,067 +958,069	+34%	+$24.4M	2.29%	16
2014 Q4	$70.5M	Buy	2,780,998 +2,170,506	+356%	+$58.2M	1.78%	23
2014 Q3	$17.2M	Buy	610,492 +6,599	+1%	+$203K	0.36%	80
2014 Q2	$19.5M	Sell	603,893 -194,594	-24%	-$6.1M	0.38%	80
2014 Q1	$24.8M	Buy	798,487 +738,330	+1,227%	+$22.2M	0.48%	68
2013 Q4	$1.72M	Buy	+60,157	New	+$1.94M	0.03%	144

Other funds holding RYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Third Avenue Management's RYN Position: Q1 2026 in Review

Third Avenue Management sold out of Rayonier (RYN) in Q1 2026, closing a stake of 188,340 shares — an estimated $4.08M sold.

Third Avenue Management first reported a position in RYN in Q4 2013 and held it in 49 quarters. The position peaked at $133M in Q2 2015. 446 funds tracked by Wall St. Rank hold RYN as of Q1 2026.

Third Avenue Management reported no remaining Rayonier position as of Q1 2026 after selling out during the quarter.
Third Avenue Management sold 188,340 Rayonier shares in Q1 2026, an estimated $4.08M.
Third Avenue Management first reported a position in Rayonier in Q4 2013 and held it in 49 quarters.
Third Avenue Management's Rayonier position peaked at $133M in Q2 2015.
446 funds tracked by Wall St. Rank held Rayonier as of Q1 2026.

Based on Third Avenue Management's 13F filing for Q1 2026, filed 13 May 2026.