Mason Hawkins's PCH Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 2.1M shares of PotlatchDeltic Corporation (PCH) worth $86.87 M, representing 4.43% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in PCH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.2M shares. Largest reduction occurred in Q3 2020, reducing 1.5M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's PotlatchDeltic Corporation (PCH) Holding Value Over Time
Track share changes against reported price movement
Quarterly PotlatchDeltic Corporation (PCH) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +4.63 M | New Buy | 4.63 M | $31.64 |
| Q3 2019 | -670,572 | Reduce 14.49% | 3.96 M | $41.09 |
| Q2 2020 | -606,622 | Reduce 15.32% | 3.35 M | $38.03 |
| Q3 2020 | -1.53 M | Reduce 45.75% | 1.82 M | $42.10 |
| Q4 2020 | -431,211 | Reduce 23.71% | 1.39 M | $50.02 |
| Q1 2021 | -1.39 M | Sold Out | 1.39 M | $0.00 |
| Q1 2024 | +872,121 | New Buy | 872,121 | $47.02 |
| Q3 2024 | +117,045 | Add 13.42% | 989,166 | $45.05 |
| Q1 2025 | -168,811 | Reduce 17.07% | 820,355 | $45.12 |
| Q2 2025 | +135,892 | Add 16.57% | 956,247 | $38.37 |
| Q3 2025 | +1.18 M | Add 122.93% | 2.13 M | $40.75 |
Mason Hawkins's PotlatchDeltic Corporation Investment FAQs
Mason Hawkins first purchased PotlatchDeltic Corporation (PCH) in Q4 2018, acquiring 4,629,363 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held PotlatchDeltic Corporation (PCH) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to PotlatchDeltic Corporation (PCH) was in Q4 2018, adding 4,629,363 shares worth $146.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 2,131,754 shares of PotlatchDeltic Corporation (PCH), valued at approximately $86.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PotlatchDeltic Corporation (PCH) represents approximately 4.43% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's peak holding in PotlatchDeltic Corporation (PCH) was 4,629,363 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.