Which hedge funds own RYAM? RAYONIER ADVANCED MATLS INC, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in RYAM (RAYONIER ADVANCED MATLS INC) in their Q2 2026 13F filings, worth $175.7m in total. The largest holder by portfolio weight is AIP, LLC at 28.1% of its book. 17 opened a new position this quarter: Rangeley Capital, LLC, Governors Lane LP, Fox Run Management, L.L.C., Occudo Quantitative Strategies LP. 7 exited: SaddleRock Capital Management LLC, Irenic Capital Management LP, Park West Asset Management LLC.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $8.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $27.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $176m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| SaddleRock Capital Management LLC | 6.0% | $5.7m |
| Irenic Capital Management LP | 1.4% | $15.0m |
| Park West Asset Management LLC | 0.4% | $4.9m |
| Cinctive Capital Management LP | 0.06% | $939k |
| Trexquant Investment LP | 0.01% | $866k |
| Magnetar Financial LLC | 0.0% | $111k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $220k |
Ownership over time
Who discovered RYAM first? Beta
The run: Q1 2020 → Q1 2021, +756%
| Condire Management, LP high conviction | Q3 2021 | – | +2.0 pts |
| Rubric Capital Management LP high conviction | Q3 2017 | – | +1.3 pts |
| Clearline Capital LP | Q3 2017 | – | +1.1 pts |
| CastleKnight Management LP | Q4 2023 | – | +0.9 pts |
| Medina Value Partners, LLC high conviction | Q2 2023 | – | −0.9 pts |
| Abrams Capital Management, L.P. | Q3 2014 | – | −1.6 pts |
| Dalton Investments, Inc. | Q3 2014 | – | −2.2 pts |
| Barington Companies Management, LLC high conviction | Q1 2019 | – | −2.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.