Mason Hawkins's RYN Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 4.5M shares of Rayonier Inc. (RYN) worth $119.34 M, representing 6.09% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Mason Hawkins has maintained a long-term strategic position in RYN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 6.4M shares. Largest reduction occurred in Q4 2015, reducing 3.0M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's Rayonier (RYN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rayonier (RYN) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +123,928 | New Buy | 123,928 | $31.44 |
| Q1 2014 | +439,708 | Add 354.81% | 563,636 | $34.29 |
| Q2 2014 | +778,264 | Add 138.08% | 1.34 M | $35.55 |
| Q3 2014 | +6.38 M | Add 475.79% | 7.73 M | $31.14 |
| Q4 2014 | +48,200 | Add 0.62% | 7.77 M | $27.94 |
| Q2 2015 | +855,000 | Add 11.00% | 8.63 M | $25.55 |
| Q3 2015 | +2.43 M | Add 28.19% | 11.06 M | $22.07 |
| Q4 2015 | -2.97 M | Reduce 26.85% | 8.09 M | $22.20 |
| Q2 2016 | -28,898 | Reduce 0.36% | 8.06 M | $26.24 |
| Q3 2016 | -1.31 M | Reduce 16.22% | 6.76 M | $26.54 |
| Q1 2017 | -6.76 M | Sold Out | 6.76 M | $0.00 |
| Q3 2025 | +4.5 M | New Buy | 4.5 M | $26.54 |
Mason Hawkins's Rayonier Investment FAQs
Mason Hawkins first purchased Rayonier Inc. (RYN) in Q4 2013, acquiring 123,928 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 Rayonier Inc. (RYN) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to Rayonier Inc. (RYN) was in Q3 2014, adding 7,726,521 shares worth $240.6 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 4,496,725 shares of Rayonier Inc. (RYN), valued at approximately $119.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Rayonier Inc. (RYN) represents approximately 6.09% 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 Rayonier Inc. (RYN) was 11,062,221 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.