# Rayonier (RYN): value investors who own it | moatshark

2 value investors held Rayonier in their Q3 2026 13F, led by Southeastern Asset Management, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Southeastern Asset Management | 10.5% | $202m | Trimmed -12% | 4 |
| Horizon Kinetics | 0.0% | $387k | Trimmed -40% | 24 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-02 | Daniels Ryan M. | SVP, Wood Products | Sold | 14 | $0k |
| 2026-09-30 | Daniels Ryan M. | SVP, Wood Products | Sold | 887 | $16k |
| 2026-09-10 | Bridwell Mark R | EVP, GC and Secretary | Sold | 5318 | $107k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Longleaf Partners Global Fund | Southeastern Asset Management | 7.7% | $53.1m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ryn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.