§ PAPER & FOREST
USD · Paper & ForestSLVM
SYLVAMO CORP
USDSector · Paper & ForestMarket cap · $1.7BBeta · 0.92
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
117 increased/new, 105 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 12.8 | P/B | 1.97 |
| EPS (TTM) | 3.25 | Dividend | 4.49% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Atlas FRM LLC | 6.3M | 17.5% | ±0% |
| BlackRock, Inc. | 3.8M | 0.0% | +3% |
| Point72 | 2.4M | 0.0% | +7% |
| NOMURA HOLDINGS INC | 2.1M | 0.2% | ±0% |
| AMERICAN CENTURY COMPANIES INC | 1.5M | 0.0% | +12% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SLVM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER45.5% · 223 holders
PASSIVE / INDEX19.0% · 10 holders
DEALER / BANK14.7% · 33 holders
QUALITY / COMPOUNDER14.2% · 20 holders
TACTICAL / MACRO6.6% · 4 holders
INCOME / DEFENSIVE3.9% · 22 holders
ACTIVIST0.5% · 1 holder
SYSTEMATIC / QUANT0.4% · 5 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SLVM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SLVM yet.