What Makes Rayonier (RYN) an Inflation Hedge Investment?
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Southeastern Asset Management Mason Hawkins | 10,762,643 | $221,925,692 | +90% | 10.92% |
| 2. | GMT Capital Thomas E. Claugus | 2,404,300 | $49,576,666 | 2.26% | |
| 3. | Kopernik Global Investors David Iben | 2,186,503 | $45,085,692 | 3.15% | |
| 4. | Balyasny Asset Management Dmitry Balyasny | 2,164,890 | $44,640,032 | 0.06% | |
| 5. | D E Shaw D. E. Shaw | 2,124,230 | $43,801,622 | +171% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.26 | 12,000 | $495,148.80 | 77,000 | 2022-05-31 | Filing | |
| $32.92 | 15,000 | $493,800.00 | 65,000 | 2021-02-26 | Filing | |
| $22.90 | 500 | $11,450.00 | 7,500 | 2020-06-12 | Filing | |
| $22.90 | 928 | $21,251.20 | 1,561 | 2020-06-12 | Filing | |
| $21.74 | 33 | $717.42 | 633 | 2020-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.17 | 2,920 | $61,816.40 | 115,530 | 2026-04-20 | Filing | |
| $21.44 | 169,200 | $3,627,648.00 | 709,583 | 2026-02-27 | Filing | |
| $21.12 | 14,255 | $301,065.60 | 57,290 | 2025-11-19 | Filing | |
| $30.66 | 11,998 | $367,858.68 | 28,170 | 2024-09-12 | Filing | |
| $30.57 | 10,011 | $306,036.27 | 40,168 | 2024-09-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,852,168 | $594,931,710 | 0.01% | |
| 2. | 25,180,295 | $519,217,683 | 0.02% | |
| 3. | 13,301,029 | $274,267,218 | 0% | |
| 4. | 9,751,282 | $201,071,439 | 0.05% | |
| 5. | 9,289,731 | $191,554,259 | 0.64% |