13F

Position

CoreCommodity Management, LLC in Rayonier Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$27.7K$21.65$20.62

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202526.9K$581.9K0.1%
Q1 2026102K$2.1M$20.62−$27.7K$1.55M0.4%