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PotlatchDeltic Corporation

PCH Real Estate
$41.73 +$0.02 (0.05%)
Market Cap: $3.23 B
Gurus Holding
9
Popularity Rank
#542
% of Shares Held
5.32%
Net Activity (Q4 2025)
+$44.15 M

Guru Ownership Trend

Guru Analysis for PotlatchDeltic Corporation (PCH)

PotlatchDeltic Corporation (PCH), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $172.01 M.

Top institutional holders include Mason Hawkins and Ken Fisher.

Notably, Mason Hawkins has expressed high conviction in this stock, allocating 5.60% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $44.15 M net inflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Murray Stahl reduced exposure by 9.2%.

Key Holders

Top 5 by Value

$125.82 M
$15.33 M
$7.29 M
$7.09 M
$3.02 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$49.07 M
Total Buy Value
New Buys 3
Additions 4
-$4.91 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for PotlatchDeltic Corporation (PCH)

Major holders include Mason Hawkins ($125.82 M), Ken Fisher ($15.33 M), Cliff Asness ($7.29 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.15 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited PCH. The total reported sell value was $4.91 M.

Yes, 3 managers opened new positions in PCH, and 4 increased their existing holdings. The total reported buy value was $49.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.60% Add 48.4% 3,162,963 $125.82 M Q4 2025
0.01% Add 6.6% 385,337 $15.33 M Q4 2025
0.00% Reduce -1.2% 183,329 $7.29 M Q4 2025
0.02% Add 1.9% 178,189 $7.09 M Q4 2025
0.03% New Buy 75,900 $3.02 M Q4 2025
0.01% New Buy 72,876 $2.9 M Q4 2025
0.00% New Buy 24,000 $954,720 Q4 2025
0.01% Reduce -9.2% 23,457 $933,108 Q4 2025
0.01% Add 16.9% 15,900 $632,502 Q4 2025
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Value
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SEC Form