Rayonier Inc (RYN) 13F Ownership Report (Q2 2026)

RYN ranks #1312 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RYN is a top-conviction position for Southeastern Asset Management Inc/tn/ — at 10.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RYN belongs to BlackRock, Inc., but the position matters far more to Southeastern Asset Management Inc/tn/, who has 10.5% 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.

Congress Asset Management Co has added to its RYN position for two straight quarters, increasing it by $610.1K to reach $7.4M today.

IFP Advisors, Inc has trimmed its RYN position for two straight quarters, cutting it by $42.9K while still holding $11.0K.

RYN is down 0.9% today, but institutions show net buying of $764.0M this quarter — a divergence between today's price move and the underlying institutional flow.

RYN posted net income of $465.4M over the trailing twelve months.

• Profitable — net income of $465.4M over the trailing twelve months
• Revenue declined 10.5% year over year
• Net income improved year over year, from $354.4M to $465.4M
• Generated $256.7M in positive operating cash flow
• Current ratio of 3.26x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting