Tom Gayner’s Weyerhaeuser WY Stock Holding History

Tom Gayner’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Buy	120,000 +102,500	+586%	+$2.49M	0.02%	125
2026 Q1	$428K	Buy	+17,500	New	+$440K	﹤0.01%	129

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Tom Gayner's WY Position: Q2 2026 in Review

Tom Gayner increased its Weyerhaeuser (WY) stake by 586% in Q2 2026, buying an estimated $2.49M and bringing the position to 120,000 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #125.

Tom Gayner first reported a position in WY in Q1 2026 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Tom Gayner held 120,000 shares of Weyerhaeuser worth $2.87M as of Q2 2026.
Tom Gayner bought 102,500 Weyerhaeuser shares in Q2 2026, an estimated $2.49M.
Weyerhaeuser made up 0.02% of Tom Gayner's portfolio in Q2 2026, its #125 holding.
Tom Gayner first reported a position in Weyerhaeuser in Q1 2026 and has held it in 2 quarters since.
896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.