Follow-The-Filings

Security

RYN

Rayonier Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 4 new 2 exits max 10.9% (Mason Hawkins - Southeast...)

owners 17
max % 10.9%
tracked value $1.2B
qoq N 4 A 8 R 2 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 10.9% Add +5.44 pp 10,762,643 $222M hist
Ancora Advisors LLC 2026 Q1 0.7% Add +0.56 pp 1,571,226 $32M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% New 0.1% 2,164,890 $45M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 14,494,525 $314M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 2,124,230 $44M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 1,024,483 $21M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.03 pp 489,844 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 664,245 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 21,174,792 $458M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 1,660,622 $34M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,129,986 $23M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Add 0.00 pp 30,536 $630 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 550,918 $11M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% 411 $9M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% New 0.0% 421,641 $9M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 43,978 $907 hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 10,098 $208 hist
Third Avenue Management LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.74 pp 188,340 $4M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 404,879 $9M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.06B $1.26B $483.04M
Gross profit * $292.95M $476.68M $155.83M
Gross margin * 27.8% 37.8% 32.3%
Net income $173.49M $359.15M $474.38M
Net margin * 16.4% 28.5% 98.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $316.96M $436.89M $883.76M
Total non-current assets * $3.33B $3.04B $2.52B
Total assets $3.65B $3.47B $3.4B
Total current liabilities $140.28M $388.71M $271.28M
Total non-current liabilities
Total equity $1.86B $1.77B $2.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $298.38M $261.59M $256.66M
Cash from investing $124.09M $354.01M $615.05M
Cash from financing -$328.87M -$479.36M -$372.87M
Net change in cash $92.97M $134.83M $500.24M

ownership over time

filing count by report period · click a bar for that quarter’s holders