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What smart money is saying about Weyerhaeuser CoUnited States flag

WY · Basic Materials · Paper, Lumber & Forest Products · Market cap $17.54B

2 funds in our archive have pitched Weyerhaeuser Co — most recently The Davenport Funds in March 2026.

Company profile

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.

Fund coverage · 2 theses

  • The Davenport Funds
    March 2026

    Weyerhaeuser is a timber and wood products company offering dividend income, housing recovery upside, and domestic timber value support.

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  • Baron Real Estate Income Fund
    March 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

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