THIRD AVENUE MANAGEMENT LLC WY — Weyerhaeuser Company COM

Ownership history in THIRD AVENUE MANAGEMENT LLC  ·  68 quarters on record

AI Ownership Summary

THIRD AVENUE MANAGEMENT LLC reported Weyerhaeuser Company COM (WY) in 68 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.12% in 2024 Q1. The latest visible filing shows WY at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THIRD AVENUE MANAGEMENT LLC's position in Weyerhaeuser Company COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WY was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WY stock page THIRD AVENUE MANAGEMENT LLC fund profile THIRD AVENUE MANAGEMENT LLC full holdings
How THIRD AVENUE MANAGEMENT LLC held WY — position size vs. price
% of Fund (quarterly)    WY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 171,582 +9,662 +6.0% 0.74% $4.1M 2026-02-14 (Est.) $26.52
2025 Q3 REDUCED 26.7% -3.0% ✅ 161,920 -58,929 -26.7% 0.76% $4.0M 2025-11-14 $21.73
2025 Q2 UNCHANGED — — — 220,849 — 0% 1.17% $5.7M 2025-08-13 $25.73
2025 Q1 UNCHANGED — — — 220,849 — 0% 1.30% $6.5M 2025-05-14 $25.14
2024 Q4 REDUCED 28.3% +4.7% ❌ 220,849 -87,158 -28.3% 1.20% $6.2M 2025-02-13 $28.50
2024 Q3 REDUCED 10.7% -17.1% ✅ 308,007 -36,733 -10.7% 1.71% $10.4M 2024-11-14 $29.43
2024 Q2 REDUCED 7.0% +20.0% ❌ 344,740 -26,064 -7.0% 1.68% $9.8M 2024-08-13 $28.73
2024 Q1 ADDED — — — 370,804 +662 +0.2% 2.12% $13.3M 2024-05-13 $29.37
2023 Q4 REDUCED 15.0% +3.3% ❌ 370,142 -65,102 -15.0% 2.11% $12.9M 2024-02-14 $30.77
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WY

As of 2026 Q1 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 17.37% CULTIVAR CAPITAL, INC. 9.33% O'Keefe Stevens Advisory, Inc. 3Y 3.53% FIRETRAIL INVESTMENTS PTY LTD 3.42% Baugh & Associates, LLC 3Y 7Y 2.42% Allen Mooney & Barnes Investment Advisors LLC 2.09% MANNING & NAPIER ADVISORS LLC 3Y 7Y 1.44% Slocum, Gordon & Co LLP 1.31% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 1.22% Comprehensive Money Management Services LLC 1.19%

FAQ About THIRD AVENUE MANAGEMENT LLC and WY

These are the practical questions this page is built to answer before you even open the full history table.

How long has THIRD AVENUE MANAGEMENT LLC reported owning WY?

THIRD AVENUE MANAGEMENT LLC reported WY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WY position in THIRD AVENUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WY was 2.12% in 2024 Q1.

What is the latest reported WY position on this page?

The most recent filing on this page is 2025 Q4, when THIRD AVENUE MANAGEMENT LLC reported 171,582 shares, equal to 0.74% of portfolio, with an estimated market value of $4.1M.

What does the chart on this WY ownership page compare?

The chart compares THIRD AVENUE MANAGEMENT LLC's quarterly WY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THIRD AVENUE MANAGEMENT LLC time their WY position?

Based on 13F filing dates vs. subsequent WY price moves, THIRD AVENUE MANAGEMENT LLC correctly timed 31 out of 62 reported position changes (50%). The annualised alpha on WY relative to SPY over the holding period was -5.5%.

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