Ryman Hospitality Properties (RHP)

• Market cap: $6.54B
• Sector: Financials
• Industry: Real Estate Investment Trusts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

6% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 121

0% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.8M

5% less funds holding

Funds holding: 340 [Q1] → 324 (-16) [Q2]

13% less capital invested

Capital invested by funds: $6.48B [Q1] → $5.61B (-$868M) [Q2]

15.72% less ownership

Funds ownership: 110.0% [Q1] → 94.28% (-15.72%) [Q2]

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105 4% downside
• Avg. target: $110 1% upside
• High target: $115 5% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Wells Fargo Dori Kesten 66% 1-year accuracy 19 / 29 met price target	5% upside $115	Overweight Maintained	13 Sept 2024
JP Morgan Joseph Greff 25% 1-year accuracy 5 / 20 met price target	4% downside $105	Neutral Maintained	2 Aug 2024