Professional
Added to YB: 2025-04-14
Pitch date: 2025-03-31
PCH [neutral]
PotlatchDeltic Corporation
-5.7%
current return
Author Info
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Company Info
PotlatchDeltic Corporation (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.
Market Cap
$3.4B
Pitch Price
$44.57
Price Target
54.00 (+29%)
Dividend
4.11%
Sector
Specialized REITs
Category
growth
Show full summary:
Heartland Value Fund Portfolio Holding: PotlatchDeltic Corporation
PCH (holding update): US timber REIT benefiting from 50%+ tariffs on Canadian lumber. Only all-US wood manufacturer. Southern Yellow Pine harvest may replace Canadian imports. Housing supply gap supports demand. Currently $45/share, price target $54. Potential winner from policy changes.
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