Vault-13

POTLATCHDELTIC CORPORATION PCH

COM · REIT · CUSIP 737630103 · ISIN US7376301039

2 institutional holders -320 vs Q4 2025
423423 shares reported held*
$17.7kreported value*
0 new 0 added 0 reduced 310 sold out net sold ≈ $2.2bn (-52.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $41.73.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 331Q4 22: 326Q1 23: 334Q2 23: 307Q3 23: 293Q4 23: 301Q1 24: 297Q2 24: 305Q3 24: 324Q4 24: 300Q1 25: 317Q2 25: 325Q3 25: 336Q4 25: 322Q1 26: 22Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022331
Q4 2022326
Q1 2023334
Q2 2023307
Q3 2023293
Q4 2023301
Q1 2024297
Q2 2024305
Q3 2024324
Q4 2024300
Q1 2025317
Q2 2025325
Q3 2025336
Q4 2025322
Q1 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 140 bought or addedQ2 24: 146 cut or sold outQ3 24: 134 bought or addedQ3 24: 151 cut or sold outQ3 24Q4 24: 129 bought or addedQ4 24: 154 cut or sold outQ1 25: 145 bought or addedQ1 25: 133 cut or sold outQ1 25Q2 25: 153 bought or addedQ2 25: 154 cut or sold outQ3 25: 154 bought or addedQ3 25: 160 cut or sold outQ3 25Q4 25: 123 bought or addedQ4 25: 197 cut or sold outQ1 26: 0 bought or addedQ1 26: 310 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024140146
Q3 2024134151
Q4 2024129154
Q1 2025145133
Q2 2025153154
Q3 2025154160
Q4 2025123197
Q1 20260310

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 25 calls: $9.2mQ2 25 puts: $2.3mQ2 25P/C 0.26Q3 25 calls: $33.6mQ3 25 puts: $5.7mQ3 25P/C 0.17Q4 25 calls: $4.8mQ4 25 puts: $3.1mQ4 25P/C 0.66Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$9.2m$2.3m0.26
Q3 2025$33.6m$5.7m0.17
Q4 2025$4.8m$3.1m0.66
Q1 2026$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -10,203,893-10.2m
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Sold out -3,162,963-3.2m
Legal & General Group Plc Sold out -2,979,286-3.0m
STATE STREET CORP Sold out -2,613,917-2.6m
DEPRINCE RACE & ZOLLO INC Sold out -2,359,326-2.4m
GEODE CAPITAL MANAGEMENT, LLC Sold out -2,104,739-2.1m
Pictet Asset Management Holding SA Sold out -1,898,419-1.9m
Balyasny Asset Management L.P. Sold out -1,786,445-1.8m
SILVERCREST ASSET MANAGEMENT GROUP LLC Sold out -1,591,427-1.6m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -1,555,166-1.6m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD GROUP INC 13G · institution filed 2025-07-29 13.6% 10.7m 2025-07-29
BlackRock, Inc. 13G · institution -5.6 pts · filed 2026-02-06 7.7% -5.6 pts 6.0m 2026-02-06

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 422422 $17.6k $17.6k 0.00% Unchanged
2 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $42 $42 0.00% Unchanged