Guru Ownership Over Time
Guru Analysis for PotlatchDeltic Corporation (PCH)
PotlatchDeltic Corporation (PCH), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $121.84 M.
Top institutional holders include Mason Hawkins and Ken Fisher.
Institutional sentiment is currently Bullish. This is evidenced by a $49.25 M net inflow during the quarter.
Recent activity highlights Mason Hawkins who increased their stake by 122.9%. Conversely, Cliff Asness reduced exposure by 44.2%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.43% | Add 122.9% | 2,131,754 | $86.87 M | Q3 2025 | |
| 0.01% | Add 13.1% | 361,590 | $14.73 M | Q3 2025 | |
| 0.00% | Reduce -44.2% | 185,524 | $7.51 M | Q3 2025 | |
| 0.02% | Add 32.8% | 174,800 | $7.12 M | Q3 2025 | |
| 0.01% | New Buy | 75,065 | $3.06 M | Q3 2025 | |
| 0.01% | New Buy | 40,971 | $1.67 M | Q3 2025 | |
| 0.01% | Reduce -14.3% | 25,845 | $1.05 M | Q3 2025 | |
| 0.01% | 13,600 | $554,200 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for PotlatchDeltic Corporation (PCH)
Top Guru holders include Mason Hawkins ($86.87 M), Ken Fisher ($14.73 M), Cliff Asness ($7.51 M). Collectively, tracked Gurus hold 3.01 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $49.25 M, with 5 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of PCH completely. Total sell value was $6.85 M.
Yes, 2 Gurus opened new positions in PCH, and 3 added to their existing holdings. Total buy value was $56.09 M.