Longleaf Partners increased PCH position by 955,591 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $PCH based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Longleaf Partners Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| ACI | ALBERTSONS COS INC | Increased | +1,222,843 | $90.9B |
| RYN | RAYONIER INC | Increased | +1,147,193 | $110.2B |
| AVTR | AVANTOR INC | Decreased | 1,143,628 | $35.4B |
| 0J7Q | IAC INC | Increased | +1,080,300 | $130.6B |
| ESRT | EMPIRE ST RLTY TR INC | Increased | +1,072,638 | $24.1B |
| TRIP | TRIPADVISOR INC | Increased | +492,788 | $41.3B |
| SHEN | SHENANDOAH TELECOMMUNICATION | Increased | +491,652 | $33.9B |
| CLW | CLEARWATER PAPER CORP | Increased | +442,386 | $24.0B |
| HTHT | H WORLD GROUP LTD | Decreased | 356,629 | $10.9B |
| LPX | LOUISIANA PAC CORP | New | +231,095 | $18.7B |
Other Whales Moving PCH This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Balyasny | New | +1,786,445 |
| Millennium | Decreased | 994,312 |
| DE Shaw | Increased | +177,990 |
| AQR Capital | Increased | +177,216 |
| BlackRock | Increased | +96,562 |
| American Century | Exited | 92,208 |
| Soros Fund | New | +75,900 |
| Point72 | Exited | 75,065 |
| Bridgewater | New | +72,876 |
| State Street | Decreased | 71,168 |
View all sentiment, news, and whale activity for PCH (POTLATCHDELTIC CORPORATION).
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: April 16, 2026 at 06:01 UTC