Rayonier Inc.

RYN Real Estate
$22.6 +$0.11 (0.49%)
Market Cap: $3.51 B
Gurus Holding
7
Popularity Rank
#974
% of Shares Held
5.31%
Net Activity (Q3 2025)
+$146.69 M

Guru Ownership Trend

Guru Analysis for Rayonier Inc. (RYN)

Rayonier Inc. (RYN), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $186.45 M.

Top institutional holders include Mason Hawkins and Cliff Asness.

Notably, Mason Hawkins has expressed high conviction in this stock, allocating 6.09% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $146.69 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 246.6%. Conversely, Steven Cohen reduced exposure by 83.8%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
6.09% New Buy 4,496,725 $119.34 M Q3 2025
0.04% Add 23.0% 2,197,009 $58.13 M Q3 2025
0.11% Add 246.6% 960,747 $25.5 M Q3 2025
0.02% Add 114.4% 476,950 $12.66 M Q3 2025
0.00% Reduce -83.8% 60,385 $1.6 M Q3 2025
0.00% New Buy 37,927 $1.01 M Q3 2025
0.01% Reduce -45.2% 20,359 $540,336 Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$156.12 M
Total Buy Value
New Buys 2
Additions 3
-$9.43 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Rayonier Inc. (RYN)

Major holders include Mason Hawkins ($119.34 M), Cliff Asness ($58.13 M), Joel Greenblatt ($25.5 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 8.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $146.69 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited RYN. The total reported sell value was $9.43 M.

Yes, 2 managers opened new positions in RYN, and 3 increased their existing holdings. The total reported buy value was $156.12 M.