SYLVAMO CORP SLVM
COMMON STOCK · Common Stock · CUSIP 871332102 · ISIN US8713321029
- SectorMaterials
- IndustryPaper Mills
- HeadquartersMemphis, TN
- Websitesylvamo.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.2m this quarter). Holder counts are more reliable. Shares outstanding: 39.8m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $37.81. Options: 5 managers hold calls ($1.1m notional), 4 hold puts ($2.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 344 |
| Q4 2022 | 365 |
| Q1 2023 | 359 |
| Q2 2023 | 331 |
| Q3 2023 | 315 |
| Q4 2023 | 328 |
| Q1 2024 | 353 |
| Q2 2024 | 381 |
| Q3 2024 | 400 |
| Q4 2024 | 402 |
| Q1 2025 | 390 |
| Q2 2025 | 375 |
| Q3 2025 | 346 |
| Q4 2025 | 361 |
| Q1 2026 | 323 |
| Q2 2026 | 332 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 161 | 176 |
| Q4 2024 | 155 | 174 |
| Q1 2025 | 156 | 172 |
| Q2 2025 | 155 | 176 |
| Q3 2025 | 131 | 179 |
| Q4 2025 | 155 | 151 |
| Q1 2026 | 109 | 176 |
| Q2 2026 | 153 | 127 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.1m | $1.1m | 0.96 |
| Q4 2025 | $982.3k | $1.2m | 1.19 |
| Q1 2026 | $1.9m | $2.6m | 1.36 |
| Q2 2026 | $1.1m | $2.3m | 2.08 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +359.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +260.3k |
| Rokos Capital Management LLP | Added | +193.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +191.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +132.1k |
| ROYCE & ASSOCIATES LP | Added | +121.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +110.8k |
| GOLDMAN SACHS GROUP INC | Added | +93.8k |
| Cinctive Capital Management LP | New | +78.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +73.6k |
Biggest sellers
| Jain Global LLC | Reduced | -648.8k |
| FMR LLC | Reduced | -473.3k |
| Life Cycle Investment Partners Ltd | Reduced | -327.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -270.0k |
| Point72 Asset Management, L.P. | Reduced | -144.2k |
| CIBC Bancorp USA Inc. | Sold out | -96.9k |
| JPMORGAN CHASE & CO | Reduced | -91.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -85.0k |
| MARSHALL WACE, LLP | Sold out | -79.3k |
| D. E. Shaw & Co., Inc. | Reduced | -63.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $514.1k13.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $325.1k8.6k shares |
| JANE STREET GROUP, LLC | New | $268.4k7.1k shares |
| GROUP ONE TRADING LLC | New | $11.3k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $11.3k300 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.2m32.3k shares |
| CITADEL ADVISORS LLC | Added | $582.1k15.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $533.0k14.1k shares |
| SIMPLEX TRADING, LLC | Unchanged | $11.3k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
ACR Group Paper Holdings LP
13D · may seek influence
filed 2025-11-06
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to include the following: "On November 5, 2025, in order to terminate the "Cooperation Period" under the Cooperation Agreement by and among certain of the Reporting Persons and the Issuer, the Reporting Persons that are party to the Cooperation Agreement (i) delivered to Karl Meyers and Mark Wilde, each a director of the Issuer, a notice designating in writing that Mr. Meyers and Mr. Wilde resign from the board of directors of the Issuer (each such notice, a "Director Resignation Notice") and notified the Issuer in writing that such Director Resignation Notices were delivered and (ii) delivered notice to the Issuer in writing that the Atlas Group (as defined in the Cooperation Agreement) waives its rights under Section 1(c)(i) … Full filing |
15.6% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2025-11-24 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $5.6m | $5.6m |
| Q2 2025 | 0 | — | 1 | $105.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $239.7k | — |
| Q1 2026 | 0 | — | 3 | $509.8k | — |
| Q2 2026 | 0 | — | 1 | $51.3k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | Bruce Lizanne M Director | Sold | $51.3k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 10.22% of their portfolio | 6.3m $238.6m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 5.5m $209.5m | Added +60.2k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 2.5m $95.2m | Added +132.1k |
| NOMURA HOLDINGS INC 0.34% of their portfolio | 2.1m $81.3m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.8m $68.1m | Added +260.3k |
| LSV ASSET MANAGEMENT 0.11% of their portfolio | 1.6m $60.0m | Reduced -8.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $58.7m | Added +191.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $54.7m | Reduced -61.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $52.5m | Added +69.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 965.7k $36.5m | Reduced -54.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 905.7k $34.2m | Added +57.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.06% of their portfolio | 891.1k $33.7m | Reduced -12.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 609.1k $23.0m | Added +110.8k |
| ROYCE & ASSOCIATES LP 0.18% of their portfolio | 597.4k $22.6m | Added +121.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 569.6k $21.5m | Reduced -43.3k |
| MORGAN STANLEY 0.00% of their portfolio | 528.8k $20.0m | Reduced -17.9k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 506.1k $19.3m | Added +69.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 475.2k $18.0m | Added +6.3k |
| Fourth Sail Capital LP 2.67% of their portfolio | 466.9k $17.6m | Added +39.4k |
| Rokos Capital Management LLP 0.21% of their portfolio | 449.0k $17.0m | Added +193.3k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 380.9k $14.4m | Added +359.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 379.4k $14.3m | Added +17.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 360.8k $13.6m | Added +93.8k |
| Jain Global LLC 0.15% of their portfolio | 338.5k $12.8m | Reduced -648.8k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 337.5k $12.8m | Reduced -958 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 300.0k $11.3m | Unchanged |
| SG Americas Securities, LLC 0.01% of their portfolio | 257.4k $9.7m | Added +15.2k |
| Cambria Investment Management, L.P. 0.45% of their portfolio | 242.0k $9.1m | Added +11.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 232.1k $8.8m | Reduced -6.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 220.2k $8.3m | Added +840 |
| Invesco Ltd. 0.00% of their portfolio | 202.9k $7.7m | Reduced -10.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 179.3k $6.8m | Added +39.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 161.3k $6.1m | Added +143 |
| Empowered Funds, LLC 0.03% of their portfolio | 153.7k $5.8m | Added +1.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 152.6k $5.8m | Added +16.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 148.4k $5.6m | Reduced -8.5k |
| Rock Point Advisors, LLC 1.29% of their portfolio | 139.6k $5.3m | Added +57.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 139.2k $5.3m | Reduced -85.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 133.1k $5.0m | Added +5.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 130.0k $4.9m | Reduced -63.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 120.7k $4.6m | Added +38.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 117.9k $4.5m | Added +36.7k |
| UBS Group AG 0.00% of their portfolio | 116.5k $4.4m | Added +43.0k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 114.6k $4.3m | Reduced -3.7k |
| ING GROEP NV 0.02% of their portfolio | 107.6k $4.1m | Reduced -12.4k |
| Beacon Pointe Advisors, LLC 0.02% of their portfolio | 101.0k $3.8m | Reduced -6 |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 99.9k $3.8m | Reduced -144.2k |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 98.4k $3.7m | Added +17.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 86.1k $3.3m | Reduced -9.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 82.4k $3.1m | Added +73.6k |
| Legal & General Group Plc 0.00% of their portfolio | 78.9k $3.0m | Added +2.5k |
| Cinctive Capital Management LP 0.12% of their portfolio | 78.9k $3.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 77.5k $2.9m | Added +5.6k |
| Creative Planning 0.00% of their portfolio | 76.4k $2.9m | Added +15.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 72.9k $2.8m | Added +12.8k |
| Advisors Asset Management, Inc. 0.04% of their portfolio | 72.5k $2.7m | Added +47.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 71.8k $2.7m | Reduced -4.5k |
| Swiss National Bank 0.00% of their portfolio | 65.9k $2.5m | Reduced -400 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 64.5k $2.4m | Reduced -12.3k |
| Trexquant Investment LP 0.01% of their portfolio | 59.5k $2.2m | Added +41.5k |
| DENALI ADVISORS LLC 0.20% of their portfolio | 53.5k $2.0m | Reduced -3.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 53.3k $2.0m | Added +23.9k |
| SummitTX Capital, L.P. 0.05% of their portfolio | 53.0k $2.0m | Reduced -632 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 51.3k $2.0m | Reduced -91.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.3k $1.9m | Reduced -8.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 46.9k $1.8m | Added +1.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.6k $1.6m | Added +6.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 42.4k $1.6m | Added +32.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.9k $1.5m | Reduced -1.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 40.4k $1.5m | Added +2.3k |
| STEEL GROVE CAPITAL ADVISORS, LLC 0.14% of their portfolio | 40.3k $1.5m | Added +7.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.0k $1.5m | Added +14.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 37.4k $1.4m | Added +4.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 37.4k $1.4m | Reduced -5.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 35.3k $1.5m | Added +3.8k |
| Tidal Investments LLC 0.00% of their portfolio | 34.4k $1.3m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 33.9k $1.3m | Reduced -3.9k |
| Villanova Investment Management Co LLC 1.16% of their portfolio | 32.3k $1.2m | Added +6.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.2k $1.2m | Reduced -5.1k |
| XTX Topco Ltd 0.02% of their portfolio | 32.0k $1.2m | Added +24.4k |
| Diametric Capital, LP 0.13% of their portfolio | 31.9k $1.2m | New |
| ASSETMARK, INC 0.00% of their portfolio | 31.4k $1.2m | Reduced -1.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 31.3k $1.2m | Added +624 |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 30.5k $1.2m | Added +8.7k |
| FMR LLC 0.00% of their portfolio | 30.4k $1.1m | Reduced -473.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 29.6k $1.1m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.2k $1.0m | Added +2.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 26.5k $1.0m | New |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 26.5k $1.0m | Reduced -15.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 25.1k $950.4k | Added +12.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 24.2k $914.0k | Added +17.8k |
| Vident Advisory, LLC 0.01% of their portfolio | 23.6k $892.7k | Reduced -1.8k |
| Oppenheimer & Close, LLC 0.55% of their portfolio | 23.0k $869.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 22.8k $861.3k | Added +14.5k |
| Mork Capital Management, LLC 0.55% of their portfolio | 22.8k $861.1k | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 21.9k $829.0k | Reduced -173 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 21.5k $813.9k | New |
| Gotham Asset Management, LLC 0.00% of their portfolio | 21.0k $794.1k | Added +255 |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 20.1k $760.6k | Reduced -5.7k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 20.1k $759.0k | Added +835 |