Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
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 0 0.00 Sell 100.00% 0.74 SEC
2025   Q4 188,340 0.74 Reduce 13.63% 0.15 $21.65 $4,077,561 SEC
2025   Q3 218,052 1.10 Reduce 15.53% 0.18 $26.92 $5,869,960 SEC
2025   Q2 258,129 1.18 Reduce 0.14% <0.01 $22.18 $5,725,301 SEC
2025   Q1 258,499 1.45 Reduce 18.14% 0.29 $27.88 $7,206,952 SEC
2024   Q4 315,800 1.59 $26.10 $8,242,380 SEC
2024   Q3 315,800 1.66 Add 0.01% <0.01 $32.18 $10,162,444 SEC
2024   Q2 315,753 1.58 Reduce 6.95% 0.13 $29.09 $9,185,255 SEC
2024   Q1 339,348 1.80 Add 0.19% <0.01 $33.24 $11,279,928 SEC
2023   Q4 338,721 1.86 Reduce 19.00% 0.38 $33.41 $11,316,669 SEC
2023   Q3 418,193 1.98 Reduce 6.28% 0.15 $28.24 $11,809,770 SEC
2023   Q2 446,208 2.31 Reduce 0.02% <0.01 $31.40 $14,010,931 SEC
2023   Q1 446,276 2.54 Reduce 2.55% 0.07 $33.26 $14,843,140 SEC
2022   Q4 457,950 2.63 Reduce 8.51% 0.25 $32.96 $15,094,032 SEC
2022   Q3 500,520 2.95 Reduce 5.92% 0.21 $29.97 $15,001,000 SEC
2022   Q2 532,023 3.54 Reduce 30.21% 1.29 $37.38 $19,888,000 SEC
2022   Q1 762,370 4.27 Reduce 0.39% 0.02 $41.12 $31,349,000 SEC
2021   Q4 765,389 4.06 Reduce 7.17% 0.28 $40.36 $30,892,000 SEC
2021   Q3 824,502 3.96 Add 0.20% <0.01 $35.68 $29,419,000 SEC
2021   Q2 822,837 3.91 Reduce 3.03% 0.11 $35.93 $29,565,000 SEC
2021   Q1 848,516 3.62 Reduce 13.30% 0.54 $32.25 $27,365,000 SEC
2020   Q4 978,630 4.03 Reduce 8.56% 0.34 $29.38 $28,753,000 SEC
2020   Q3 1,070,289 3.93 Reduce 4.06% 0.16 $26.44 $28,299,000 SEC
2020   Q2 1,115,566 3.88 Reduce 8.76% 0.37 $24.79 $27,655,000 SEC
2020   Q1 1,222,685 4.26 Reduce 4.65% 0.19 $23.55 $28,795,000 SEC
2019   Q4 1,282,284 4.16 Reduce 30.49% 1.43 $32.76 $42,008,000 SEC
2019   Q3 1,844,644 4.70 Reduce 9.08% 0.47 $28.20 $52,019,000 SEC
2019   Q2 2,028,817 5.16 Reduce 3.40% 0.17 $30.30 $61,474,000 SEC
2019   Q1 2,100,124 5.11 Reduce 7.93% 0.41 $31.42 $65,986,000 SEC
2018   Q4 2,281,005 5.16 Reduce 3.87% 0.18 $27.69 $63,162,000 SEC
2018   Q3 2,372,835 4.53 Add 0.21% <0.01 $33.81 $80,226,000 SEC
2018   Q2 2,367,798 4.54 Reduce 22.80% 1.25 $38.69 $91,611,000 SEC
2018   Q1 3,067,125 5.50 Add 0.61% 0.03 $35.18 $107,902,000 SEC
2017   Q4 3,048,426 4.64 Reduce 9.34% 0.41 $31.63 $96,422,000 SEC
2017   Q3 3,362,470 4.42 Add 0.11% <0.01 $28.89 $97,142,000 SEC
2017   Q2 3,358,770 4.36 Reduce 2.71% 0.12 $28.77 $96,632,000 SEC
2017   Q1 3,452,270 4.55 $28.34 $97,837,000 SEC
2016   Q4 3,452,270 4.27 Reduce 4.01% 0.18 $26.60 $91,830,000 SEC
2016   Q3 3,596,370 4.50 Reduce 7.42% 0.35 $26.54 $95,448,000 SEC
2016   Q2 3,884,570 4.66 Reduce 5.16% 0.21 $26.24 $101,931,000 SEC
2016   Q1 4,096,070 3.99 Reduce 20.62% 0.79 $24.68 $101,091,000 SEC
2015   Q4 5,160,270 3.82 Reduce 6.67% 0.23 $22.20 $114,558,000 SEC
2015   Q3 5,529,082 3.42 Add 6.61% 0.21 $22.07 $122,027,000 SEC
2015   Q2 5,186,182 3.45 Add 52.88% 1.19 $25.55 $132,507,000 SEC
2015   Q1 3,392,282 2.42 Add 34.45% 0.62 $26.96 $91,456,000 SEC
2014   Q4 2,523,070 1.89 Add 355.53% 1.48 $27.94 $70,495,000 SEC
2014   Q3 553,871 0.39 Add 1.09% <0.01 $31.14 $17,248,000 SEC
2014   Q2 547,884 0.40 Add 1.27% <0.01 $35.55 $19,477,000 SEC
2014   Q1 541,023 0.51 Add 1,227.34% 0.47 $45.91 $24,838,000 SEC
2013   Q4 40,760 0.03 Buy 0.03 $42.10 $1,716,000 SEC