Letters by company

Rayonier INC

1 letter discussing RYN. Everything written about it on this site is on its ticker page.

Palm Valley Capital First Quarter 2026 Commentary Palm Valley Capital Fund gained 0.74% in the first quarter, trailing the S&P SmallCap 600 Index’s 3.51% return while holding 77% of assets in Treasury bills and cash equivalents. The fund argues that AI fears have mispriced Amdocs, Resources Connection and other holdings, while trimming Chord Energy, Heartland Express and Farmland Partners near estimated value. First Quarter 2026 +0.7% CHRD $8.1BDOX $6.5BFLO $1.6BFPI $437M