PCHPOTLATCHDELTIC CORPORATION

CUSIP: 737630103

Guru Owners

$128.7M

Total Value Held

3.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Longleaf Partners	Southeastern Asset Management	3162963	$125.8M	5.60%	$39.78	Q4 2025
Ray Dalio	Bridgewater Associates	72876	$2.9M	0.01%	$39.78	Q4 2025

Longleaf Partners

$125.8M

5.60%

Ray Dalio

$2.9M

0.01%

📊 Fundamentals

Market Cap$3.2B

P/E Ratio50.9x

Above market avg

Forward P/E51.4x

P/FCF21.1x

EPS (TTM)$0.82

Revenue (TTM)$1.1B

Profit Margin5.76%

Div Yield4.31%

Beta1.08

52-Week Range

$36.82

$48.12

Current: $41.73

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 50.9x trailing earnings → 51.4x forward · 5.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $128.7M

INCREASEDLongleaf Partners$125.8M

NEWRay Dalio$2.9M

Q3 '251 owners · $86.9M

REDUCEDLongleaf Partners$86.9M

SOLDRay Dalio

Q2 '252 owners · $37.2M

INCREASEDLongleaf Partners$36.7M

REDUCEDRay Dalio$476K

Q1 '252 owners · $43.9M

REDUCEDLongleaf Partners$37.0M

REDUCEDRay Dalio$6.9M

Q4 '242 owners · $40.3M

NEWRay Dalio$1.4M

Q3 '241 owners · $44.6M

INCREASEDLongleaf Partners$44.6M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -1.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.7%current: 13.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data