Longleaf Partners, managed by Southeastern Asset Management, saw a 2.70% return in the second quarter of 2025, compared to Russell 3000’s 10.99% and Russell 2000’s 8.50% gains. Their top five holdings for 2025 can be found in their investor letter.

PotlatchDeltic Corporation (NASDAQ:PCH) highlighted in Longleaf Partners’ letter, owns 2.1 million acres of timberlands. The stock had a 1.87% one-month return and closed at $42.54 per share on August 20, 2025, with a market cap of $3.288 billion.

Longleaf Partners described PotlatchDeltic Corporation (NASDAQ:PCH) as an undervalued, reliable dividend payer with disciplined management. Despite a shift in sentiment due to a sluggish housing market, the company continues to see growth, leading to increased buying during the quarter.

PotlatchDeltic Corporation (NASDAQ:PCH) wasn’t among the 30 most popular stocks among hedge funds, despite 26 holding it at the end of the first quarter. While the company shows promise, certain AI stocks are seen to offer greater upside potential with less downside risk. Check out a report on the best short-term AI stock for more information.

Read more at Yahoo Finance: Will PotlatchDeltic Corporation (PCH) Grow Despite Challenges?