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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $125.51 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for PotlatchDeltic Corporation (PCH)
Major holders include Mason Hawkins ($86.87 M), Ken Fisher ($14.73 M), Cliff Asness ($7.51 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.25 M, with 5 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 $6.85 M.
Yes, 2 managers opened new positions in PCH, and 3 increased their existing holdings. The total reported buy value was $56.09 M.