What smart money is saying about Weyerhaeuser Company
3 funds in our archive have pitched Weyerhaeuser Company, most recently Baron Real Estate Income Strategy in June 2026.
Established in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. The company oversees or owns approximately 11 million acres of forested land in the United States, complemented by additional timberlands in Canada managed under long-term licenses. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. Operating as a real estate investment trust (REIT), the firm achieved net sales of $7.5 billion in 2020. Its approximately 9,400 employees cater to a worldwide customer base, and Weyerhaeuser's commitment to environmental, social, and governance principles is acknowledged by its inclusion in the Dow Jones Sustainability North America Index. The company's common stock is available for trading on the New York Stock Exchange under the ticker WY.
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Position history
Between Q4 2025 and Q3 2026, 9 fund letters reported a position in Weyerhaeuser Company, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 1 | 0 |
| Q2 2026 | 3 | 0 | 0 | 1 |
| Q1 2026 | 1 | 1 | 0 | 2 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 2 moves
- September 2026
“• Traditional value opportunities such as Citigroup, Anglo American, Weyerhaeuser, Japan Post, Vivendi and Samsung Life, alongside several attractively valued domestic businesses around the world.”
Weyerhaeuser Company - September 2026
“Top net sales for the quarter Quarter End Market Cap or Market Cap When Sold ($B) Net Amount Sold ($M) Alexandria Real Estate Equities, Inc. 8.6 11.2 Weyerhaeuser Company 17.3 7.2 Blackstone Digital Infrastructure Trust Inc. 1.7 5.5 Fortune Brands Innovations, Inc. 5.9 5.3 CRH public limited company 66.7 4.9 In the most recent quarter, we exited the Fund's investments in Alexandria Real Estate Equities, Inc., a life science REIT focused on collaborative office and laboratory campuses for biotechnology and pharmaceutical tenants, and Weyerhaeuser Company, a timber REIT and one of the largest private owners of timberlands in North America.”
Weyerhaeuser Company - September 2026
“Following these changes, the Fund had 37.8% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Building Products (Five Point, Home Depot, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Weyerhaeuser Company - September 2026
“Underperformers During the QuarterSeveral of the stocks that worked best in Q2 were among the weakest performers in Q3. Sphere Entertainment (SPHR) -22.3%, after a 47.5% gain in Q2. The venue business is still growing (Q2 Sphere revenue +29%). The Wizard of Oz has slowed from its early run, and Las Vegas visitation fell 4.3% y/y in August. In Q2, we wrote that great assets often have longer right tails than one underwrites. The path along that tail is rarely smooth. Callaway Golf (CALY) -25.0%. While the mid-quarter Good Good controversy was not expected, by and large everything appears to be status quo. Callaway raised full-year guidance after a solid Q2 (adjusted EBITDA +36%) but guided to a softer second half on a later iron launch and SKU cuts. The balance sheet did what we said it would: $1.4B of debt retired after the Topgolf sale, ~$204m of net cash at June 30, and ~$84m of stock repurchased through June under a $200m authorization. Golf + buybacks is still the thesis. In our Q4 letter, we put fair value at $20+ (an estimate that is not a prediction or guarantee of future results); the stock ended Q3 at $14.09. A risk moving forward continues to be the price of gas/diesel. Disposable income is lower as the consumer spends more on daily goods, which may cut into discretionary spending. Weyerhaeuser (WY) -20.4%.”
Weyerhaeuser Company - June 2026
“Timber REITs (2.4%) We are optimistic about the prospects for the Fund’s timber REIT position in Weyerhaeuser Company , one of the world’s largest owners of timberlands with approximately 10 million acres in the U.S. and an additional 13 million acres that are licensed in Canada.”
Weyerhaeuser Company - June 2026
“Timber REITs (2.4%) We are optimistic about the prospects for the Strategy’s timber REIT position in Weyerhaeuser Company , one of the world’s largest owners of timberlands with approximately 10 million acres in the U.S. and an additional 13 million acres that are licensed in Canada.”
Weyerhaeuser Company - June 2026
“Following these changes, the Fund had 40.7% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, D.R. Horton, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Land and Timber (Five Point and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Weyerhaeuser Company - New positionThe Davenport FundsMarch 2026
“In the last week of the quarter, we purchased forest and wood products leader Weyerhaeuser Co (WY).”
Weyerhaeuser Company - December 2025
“Following this activity, the Fund had 40.3% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., D.R. Horton, PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities and AMH); Land and Timber (Five Point, Rayonier, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Weyerhaeuser Company
Also mentioned · 1
These funds discuss Weyerhaeuser Company as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedLongleaf Partners Global FundSeptember 2026
“Rayonier – Timberland owner Rayonier did not have much company-specific news in the quarter. Their results were as expected, and the company continued to repurchase shares while paying a healthy dividend. In the short-term, this stock trades with interest rates and lumber prices, both of which ended the quarter poorly. This remains an understandable, long-term-irreplaceable asset. While it is cold comfort for our short- term absolute returns, the market has come to appreciate Rayonier’s advantaged position by closing the valuation gap vs its last standing US public company peer Weyerhaeuser, as we suspected at the start of the year when the gap between the valuations of the two companies was too large.”
Weyerhaeuser Company
Fund coverage · 3 theses
- Baron Real Estate Income StrategyJune 2026
Weyerhaeuser Company combines large timberland ownership, wood-products exposure, and leverage to a housing recovery.
Read the full thesis - Baron Real Estate Income FundMarch 2026
Weyerhaeuser Company is a major timberland and wood products operator trading inexpensively with leverage to a U.S. housing recovery.
Read the full thesis - The Davenport FundsMarch 2026
Weyerhaeuser is a timber and wood products company offering dividend income, housing recovery upside, and domestic timber value support.
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