Murray Stahl's PCH Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 23,457 shares of PotlatchDeltic Corporation (PCH) worth $933,108, representing 0.01% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in PCH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 120,381 shares. Largest reduction occurred in Q2 2023, reducing 28,388 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's PotlatchDeltic Corporation (PCH) Holding Value Over Time
Track share changes against reported price movement
Quarterly PotlatchDeltic Corporation (PCH) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,388 | Reduce 9.24% | 23,457 | $39.78 |
| Q3 2025 | -4,312 | Reduce 14.30% | 25,845 | $40.75 |
| Q2 2025 | -1,113 | Reduce 3.56% | 30,157 | $38.37 |
| Q1 2025 | -12,282 | Reduce 28.20% | 31,270 | $45.12 |
| Q4 2024 | -8,064 | Reduce 15.62% | 43,552 | $39.25 |
| Q3 2024 | -13,198 | Reduce 20.36% | 51,616 | $45.05 |
| Q2 2024 | -5,856 | Reduce 8.29% | 64,814 | $39.39 |
| Q1 2024 | -12,240 | Reduce 14.76% | 70,670 | $47.02 |
| Q4 2023 | -6,021 | Reduce 6.77% | 82,910 | $49.10 |
| Q3 2023 | -10,249 | Reduce 10.33% | 88,931 | $45.39 |
| Q2 2023 | -28,388 | Reduce 22.25% | 99,180 | $52.85 |
| Q1 2023 | -4,041 | Reduce 3.07% | 127,568 | $49.50 |
| Q4 2022 | -6,724 | Reduce 4.86% | 131,609 | $43.99 |
| Q3 2022 | +120,381 | Add 670.57% | 138,333 | $41.04 |
| Q2 2022 | +186 | Add 1.05% | 17,952 | $44.17 |
| Q1 2022 | +1,018 | Add 6.08% | 17,766 | $52.74 |
| Q4 2021 | +521 | Add 3.21% | 16,748 | $60.25 |
| Q3 2021 | +595 | Add 3.81% | 16,227 | $51.58 |
| Q2 2021 | +74 | Add 0.48% | 15,632 | $53.16 |
| Q1 2021 | +2,186 | Add 16.35% | 15,558 | $52.90 |
| Q4 2020 | +1,790 | Add 15.46% | 13,372 | $50.03 |
| Q3 2020 | +11,582 | New Buy | 11,582 | $42.13 |
Murray Stahl's PotlatchDeltic Corporation Investment FAQs
Murray Stahl first purchased PotlatchDeltic Corporation (PCH) in Q3 2020, acquiring 11,582 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held PotlatchDeltic Corporation (PCH) for 22 quarters since Q3 2020.
Murray Stahl's largest addition to PotlatchDeltic Corporation (PCH) was in Q3 2022, adding 138,333 shares worth $5.68 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 23,457 shares of PotlatchDeltic Corporation (PCH), valued at approximately $933,108.
As of the Q4 2025 filing, PotlatchDeltic Corporation (PCH) represents approximately 0.01% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in PotlatchDeltic Corporation (PCH) was 138,333 shares, as reported at the end of Q3 2022.