Longleaf Partners Fund, managed by Southeastern Asset Management, saw a -0.33% return in Q3 2025, compared to S&P 500’s 8.12% return. The fund focuses on real assets and brands generating growing free cash flow. It aims to improve margins and increase share repurchases to boost its ~10x FCF multiple.

PotlatchDeltic Corporation (NASDAQ:PCH) is a REIT owning 2.1 million acres of timberlands. Its stock gained 5.57% in one month and closed at $42.33 on October 23, 2025, with a market cap of $3.27 billion. Longleaf Partners Fund is optimistic about the company’s merger with Rayonier to enhance value.

Despite not being among the 30 most popular stocks among hedge funds, PotlatchDeltic Corporation (NASDAQ:PCH) had 26 hedge fund portfolios invested in it in Q2 2025. While acknowledging its potential, some believe AI stocks offer greater upside with lower risk. Longleaf Partners Small-Cap Fund also shared positive views on the company.

For more insights on PotlatchDeltic Corporation (NASDAQ:PCH) and other hedge fund investor letters from Q3 2025, visit Insider Monkey. Learn about the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money. This article was originally published on Insider Monkey.

Read more at Yahoo Finance: Long Leaf Partners Fund’s Updates on PotlatchDeltic (PCH)