Ray Dalio's MATX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 14,633 shares of Matson, Inc. (MATX) worth $2.4 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MATX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 50,818 shares. Largest reduction occurred in Q1 2024, reducing 56,086 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Matson (MATX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Matson (MATX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +14,633 | New Buy | 14,633 | $163.94 |
| Q4 2025 | -12,373 | Sold Out | 0 | $0.00 |
| Q3 2025 | -7,259 | Reduce 36.98% | 12,373 | $98.59 |
| Q2 2025 | +19,632 | New Buy | 19,632 | $111.35 |
| Q4 2024 | -6,904 | Sold Out | 0 | $0.00 |
| Q3 2024 | -14,764 | Reduce 68.14% | 6,904 | $142.62 |
| Q2 2024 | +5,644 | Add 35.22% | 21,668 | $130.97 |
| Q1 2024 | -56,086 | Reduce 77.78% | 16,024 | $112.40 |
| Q4 2023 | +3,627 | Add 5.30% | 72,110 | $109.60 |
| Q3 2023 | +47,187 | Add 221.58% | 68,483 | $88.72 |
| Q2 2023 | +149 | Add 0.70% | 21,296 | $77.73 |
| Q1 2023 | +16,102 | Add 319.17% | 21,147 | $59.67 |
| Q4 2022 | +5,045 | New Buy | 5,045 | $62.51 |
| Q3 2022 | -50,818 | Sold Out | 0 | $0.00 |
| Q2 2022 | +50,818 | New Buy | 50,818 | $72.89 |
| Q1 2021 | -10,235 | Sold Out | 0 | $0.00 |
| Q4 2020 | -3,876 | Reduce 27.47% | 10,235 | $56.96 |
| Q3 2020 | +14,111 | New Buy | 14,111 | $40.11 |
| Q1 2020 | -8,088 | Sold Out | 0 | $0.00 |
| Q4 2019 | +8,088 | New Buy | 8,088 | $40.80 |
| Q3 2013 | -9,967 | Sold Out | 0 | $0.00 |
| Q2 2013 | +9,967 | Add 0.00% | 9,967 | $24.98 |
Ray Dalio's Matson Investment FAQs
Ray Dalio first purchased Matson, Inc. (MATX) in Q2 2013, acquiring 9,967 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Matson, Inc. (MATX) for 22 quarters since Q2 2013.
Ray Dalio's largest addition to Matson, Inc. (MATX) was in Q2 2022, adding 50,818 shares worth $3.7 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 14,633 shares of Matson, Inc. (MATX), valued at approximately $2.4 M.
As of the Q1 2026 filing, Matson, Inc. (MATX) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Matson, Inc. (MATX) was 72,110 shares, as reported at the end of Q4 2023.