← Top Holdings

RYNRAYONIER INC

CUSIP: 754907103

2

Guru Owners

$222.8M

Total Value Held

10.8M

Total Shares

$221.9M
10.92%
$907K
0.00%

📊 Fundamentals

Market Cap$6.6B
P/E Ratio47.5x
Above market avg
Forward P/E33.1x
P/FCF19.0x
EPS (TTM)$0.46
Revenue (TTM)$678.4M
Profit Margin68.60%
Div Yield4.76%
Beta0.91

52-Week Range

$19.49
$27.34

Current: $21.83

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 47.5x trailing earnings → 33.1x forward · 68.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$55.7M$111.4M$167.1M$222.8MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $222.8M
REDUCEDLongleaf Partners$221.9M
NEWRay Dalio$907K
SOLDThird Avenue Management
Q4 '252 owners · $127.0M
INCREASEDLongleaf Partners$122.9M
REDUCEDThird Avenue Management$4.1M
SOLDRay Dalio
Q3 '253 owners · $126.2M
NEWLongleaf Partners$119.3M
REDUCEDThird Avenue Management$5.9M
NEWRay Dalio$1.0M
Q2 '251 owners · $5.7M
REDUCEDThird Avenue Management$5.7M
Q1 '251 owners · $7.2M
REDUCEDThird Avenue Management$7.2M
Q4 '241 owners · $8.2M

No changes

💰 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
10%analyst est. 10.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
50.0%current: 51.1%
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