Mason Hawkins - Southeastern Asset Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  Rayonier Inc. (RYN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 10,762,643 10.92 Add 89.52% 5.16 $20.62 $221,925,692 SEC
2025   Q4 5,678,941 5.48 Add 26.29% 1.14 $21.65 $122,949,067 SEC
2025   Q3 4,496,725 6.09 Buy 6.09 $26.54 $119,343,081 SEC
2017   Q1 0 0.00 Sell 100.00% 1.73 SEC
2016   Q4 6,755,763 1.73 $26.60 $179,703,000 SEC
2016   Q3 6,755,763 1.72 Reduce 16.22% 0.36 $26.54 $179,298,000 SEC
2016   Q2 8,063,423 2.19 Reduce 0.36% <0.01 $26.24 $211,584,000 SEC
2016   Q1 8,092,321 1.93 $24.68 $199,718,000 SEC
2015   Q4 8,092,321 1.63 Reduce 26.85% 0.55 $22.20 $179,649,000 SEC
2015   Q3 11,062,221 2.06 Add 28.19% 0.45 $22.07 $244,143,000 SEC
2015   Q2 8,629,721 1.48 Add 11.00% 0.15 $25.55 $220,489,000 SEC
2015   Q1 7,774,721 1.33 $26.96 $209,607,000 SEC
2014   Q4 7,774,721 1.26 Add 0.62% <0.01 $27.94 $217,226,000 SEC
2014   Q3 7,726,521 1.31 Add 475.79% 1.08 $31.14 $240,603,000 SEC
2014   Q2 1,341,900 0.25 Add 218.79% 0.17 $35.55 $47,705,000 SEC
2014   Q1 420,938 0.11 Add 354.81% 0.09 $45.91 $19,325,000 SEC
2013   Q4 92,553 0.02 Buy 0.02 $42.09 $3,896,000 SEC
2003   Q3 0 0.00 Sell 100.00% 1.49 SEC
2003   Q2 6,335,550 1.49 Add 48.43% 0.49 $33.00 $209,073,000 SEC
2003   Q1 4,268,300 1.56 $44.06 $188,061,000 SEC
2002   Q4 4,268,300 1.59 Reduce 2.93% 0.05 $45.25 $193,141,000 SEC
2002   Q3 4,397,100 1.66 Reduce 12.55% 0.29 $41.91 $184,282,000 SEC
2002   Q1 5,028,100 2.28 Reduce 0.22% <0.01 $53.28 $267,898,000 SEC
2001   Q4 5,039,100 2.21 Reduce 0.72% 0.01 $50.47 $254,323,000 SEC
2001   Q3 5,075,900 1.89 Reduce 2.16% 0.04 $40.47 $205,421,000 SEC
2001   Q2 5,187,900 2.08 Reduce 1.63% 0.03 $46.45 $240,978,000 SEC
2001   Q1 5,274,000 1.87 Reduce 0.25% <0.01 $41.30 $217,817,000 SEC
2000   Q4 5,287,000 1.71 Reduce 0.47% <0.01 $39.81 $210,489,000 SEC
2000   Q3 5,312,000 1.70 $35.94 $190,900,000 SEC
2000   Q2 5,312,000 1.78 Reduce 4.14% 0.11 $35.88 $190,568,000 SEC
2000   Q1 5,541,500 2.64 Reduce 4.70% 0.15 $48.75 $270,148,000 SEC
1999   Q4 5,814,500 3.13 Reduce 1.04% 0.03 $48.31 $280,913,000 SEC
1999   Q3 5,875,500 2.73 Reduce 0.44% 0.02 $42.00 $246,771,000 SEC
1999   Q2 5,901,500 3.51 Reduce 0.10% <0.01 $49.81 $293,968,000 SEC
1999   Q1 5,907,500 3.21 $40.06 $236,670,000 SEC