Rayonier Advanced Materials (RYAM) Institutional Investor Snapshot (190 Funds, Q2 2026)

RYAM ranks #3129 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RYAM is a top-conviction position for Aip, LLC — at 28.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RYAM belongs to Condire Management, LP, but the position matters far more to Aip, LLC, who has 28.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Goldman Sachs Group Inc has added to its RYAM position for two straight quarters, increasing it by $4.0M to reach $6.2M today.

Israel Englander has trimmed its RYAM position for two straight quarters, cutting it by $5.9M while still holding $162.2K.

RYAM is up 0.1% today, and institutions have been net buyers of $12.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

RYAM reported a net loss of $139.9M over the trailing twelve months.

• Not yet profitable — net loss of $139.9M over the trailing twelve months
• Revenue declined 8.1% year over year
• Net income declined year over year, from -$69.1M to -$139.9M
• Generated $23.9M in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 5.55x equity — a highly leveraged balance sheet worth noting