Free · no sign-up · Q2 2026

Which funds own WY

Weyerhaeuser Co in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $2.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $2.3bn; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 3; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
First Eagle Investment Management LLC Activist · $60.8bn book	$1.2bn	2.0%	51,179,282	+$94m+4,885,818	Added
Wellington Management Group LLP Long-only · $580bn book	$1.0bn	0.2%	43,574,118	+$112m+5,437,685	Added
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$47m	0.3%	1,953,418	-$54m-2,188,542	Trimmed
Markel Group Inc Activist · $13.1bn book	$2.9m	0.0%	120,000	+$2.4m+102,500	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Marshall Wace LLP · Quantitative$16m held before
GAMCO Investors Inc · Activist$200k held before

Ownership through time

At least 8 of the 95 managers whose filings are on file listed WY in Q2 2026, against 16 in Q2 2013. The same number as in Q1 2026: 1 started a position; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Voloridge Investment Management LLC$8.7m

Largest increases, by shares

Wellington Management Group LLP38,136,433 to 43,574,118 shares+$130m
First Eagle Investment Management LLC46,293,464 to 51,179,282 shares+$117m
Renaissance Technologies LLC1,310,981 to 2,384,781 shares+$26m
Arrowstreet Capital LP6,212,273 to 7,204,550 shares+$24m
Bridgewater Associates LP317,012 to 821,804 shares+$12m

Largest decreases, by shares

Freestone Grove Partners LP4,141,960 to 1,953,418 shares-$52m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
First Eagle Investment Management LLC	Q2 2013	$1.4bn	$1.2bn
Wellington Management Group LLP	Q2 2013	$1.2bn	$1.0bn
Arrowstreet Capital LP	Q2 2018	$172m	$172m
Renaissance Technologies LLC	Q2 2014	$83m	$57m
Freestone Grove Partners LP	Q2 2025	$166m	$47m
Bridgewater Associates LP	Q2 2013	$22m	$20m
Voloridge Investment Management LLC	Q4 2014	$25m	$8.7m
Markel Group Inc	Q1 2026	$2.9m	$2.9m
T. Rowe Price Associates Inc	Q2 2013	$2.3bn	last listed Q1 2026
Capital World Investors	Q2 2013	$1.6bn	last listed Q2 2019
Invesco Ltd	Q2 2013	$1.0bn	last listed Q1 2025
Susquehanna International Group LLP	Q2 2014	$793m	last listed Q2 2014
Fidelity (FMR LLC)	Q3 2020	$419m	last listed Q4 2020
Neuberger Berman Group LLC	Q2 2013	$373m	last listed Q1 2024
Capital Research Global Investors	Q2 2013	$267m	last listed Q4 2018
MFS Investment Management	Q2 2013	$258m	last listed Q3 2025
Millennium Management LLC	Q2 2013	$177m	last listed Q1 2025
AllianceBernstein LP	Q2 2013	$159m	last listed Q1 2024

What WY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around WY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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