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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Timberland companies Rayonier and PotlatchDeltic completed their merger in the quarter to become our largest single position in the Fund. While the combination...
— Southeastern Asset Management, Inc.
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Other investors who've written on Rayonier Inc.
Rayonier is a pure-play real estate investment trust focused on timberland ownership and sustainable forest management, holding millions of acres across high-quality growing regions in the US and New Zealand. Rayonier represents 6.9%...
Rayonier ($RYN), representing 7.2% of the fund's portfolio, is a leading real estate investment trust specializing in timberland management, real estate development, and natural resource conservation across the United States and New Zealand. The manager maintains...
Rayonier is a timberland real estate investment trust that manages productive commercial forests in the United States and New Zealand, comprising 7.7% of the portfolio. The investment manager...
More institutional theses from Longleaf Partners Fund
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Avantor provides mission-critical products and workflow services to life sciences and advanced technology industries globally, distributing laboratory chemicals, equipment, and bioprocessing consumables. The manager holds...
Fortune Brands Innovations manufactures leading home and building products across security, water, and outdoor living categories. The manager maintains...