Mason Hawkins's PCH Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 3.16 M shares of PotlatchDeltic Corporation (PCH) worth $125.82 M, representing 5.60% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 18 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 1.18 M shares. Largest reduction occurred in Q3 2020, reducing 1.53 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.03 M | Add 48.37% | 3.16 M | $39.78 |
| Q3 2025 | +1.18 M | Add 122.93% | 2.13 M | $40.75 |
| Q2 2025 | +135,892 | Add 16.57% | 956,247 | $38.37 |
| Q1 2025 | -168,811 | Reduce 17.07% | 820,355 | $45.12 |
| Q3 2024 | +117,045 | Add 13.42% | 989,166 | $45.05 |
| Q1 2024 | +872,121 | New Buy | 872,121 | $47.02 |
| Q1 2021 | -1.39 M | Sold Out | 0 | $0.00 |
| Q4 2020 | -431,211 | Reduce 23.71% | 1.39 M | $50.02 |
| Q3 2020 | -1.53 M | Reduce 45.75% | 1.82 M | $42.10 |
| Q2 2020 | -606,622 | Reduce 15.32% | 3.35 M | $38.03 |
| Q3 2019 | -670,572 | Reduce 14.49% | 3.96 M | $41.09 |
| Q4 2018 | +4.63 M | New Buy | 4.63 M | $31.64 |
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 18 quarters since Q4 2018.
Mason Hawkins's largest addition to PotlatchDeltic Corporation (PCH) was in Q4 2018, adding 4,629,363 shares worth $146.47 M.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 3,162,963 shares of PotlatchDeltic Corporation (PCH), valued at approximately $125.82 M.
As of the Q4 2025 filing, PotlatchDeltic Corporation (PCH) represents approximately 5.60% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in PotlatchDeltic Corporation (PCH) was 4,629,363 shares, as reported at the end of Q4 2018.