Sector: consumerreal-estate
Conviction from: S&PCitrini
Weyerhaeuser is a timberland-owning real estate investment trust that grows and harvests timber and manufactures wood products such as lumber and engineered wood.
3 tracked filer(s) hold this · 2 opened, 0 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 50 — mean of 3 scored holder(s) · buyers (new/add) avg 54. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| 59 North Capital Management, LP (auto-surfaced) | 52 | New buy | 3,669,100 | $89,636,113 | 2.7% |
| Bridgewater | 55 | New buy | 317,012 | $7,744,603 | 0.0% |
| Ancora | 42 | Trimmed -1% | 46,264 | $1,130,230 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-02-20 | BECKWITT RICHARD | director | 20,000 | $514,000 | Form 4 |
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-04-25 | Trump, Donald J President | BUY | $1,000,001 - $5,000,000 | PTR |
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | LONG |