SLVMNYSEPaper MillsFiscal year ends December 31
Sylvamo Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$31.44−1.33 (-4.06%)
Close on Oct 19, 2026
- Market cap
- $1.25B
- P/E (TTM)
- 16.8
- Dividend yield
- 5.73%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.7%
40M of 40M shares
Institutional holders
332
50 new, 37 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $800.79K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Atlas GP Global Holdings LLC | 6,312,454 | 15.64% | 13D (active) amendment | Nov 5, 2025 |
| BlackRock, Inc. | 5,760,988 | 13.90% | 13G (passive) amendment | Dec 31, 2023 |
| Millennium Management LLC | 2,148,608 | 5.40% | 13G (passive) | Nov 18, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SLVM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Atlas FRM LLC | 6,312,454 | 15.88% | $238.61M | – | 10.22% |
| BlackRock, Inc. | 5,541,150 | 13.94% | $209.46M | +60,247 | 0.00% |
| Millennium Management LLC | 2,517,545 | 6.33% | $95.16M | +132,114 | 0.03% |
| Nomura Holdings Inc | 2,150,000 | 5.41% | $81.27M | – | 0.10% |
| American Century Companies Inc | 1,801,120 | 4.53% | $68.08M | +260,296 | 0.03% |
| Lsv Asset Management | 1,586,335 | 3.99% | $59.96K | −8,035 | 0.11% |
| Dimensional Fund Advisors LP | 1,554,145 | 3.91% | $58.75M | +191,671 | 0.01% |
| Vanguard Capital Management LLC | 1,447,478 | 3.64% | $54.71M | −61,791 | 0.00% |
| State Street Corp | 1,389,749 | 3.50% | $52.53M | +69,299 | 0.00% |
| Vanguard Portfolio Management LLC | 965,700 | 2.43% | $36.50M | −54,412 | 0.00% |
| Geode Capital Management, LLC | 905,711 | 2.28% | $34.24M | +57,457 | 0.00% |
| Royal London Asset Management Ltd | 891,135 | 2.24% | $33.68M | −12,099 | 0.06% |
| William Blair Investment Management, LLC | 609,086 | 1.53% | $23.02M | +110,755 | 0.07% |
| Royce & Associates LP | 597,357 | 1.50% | $22.58M | +121,515 | 0.18% |
| Charles Schwab Investment Management Inc | 569,645 | 1.43% | $21.53M | −43,332 | 0.00% |
| Morgan Stanley | 528,782 | 1.33% | $19.99M | −17,945 | 0.00% |
| Allianz Asset Management GmbH | 506,147 | 1.27% | $19.33M | +69,195 | 0.02% |
| Bank of New York Mellon Corp | 475,188 | 1.20% | $17.96M | +6,254 | 0.00% |
| Fourth Sail Capital LP | 466,904 | 1.17% | $17.65M | +39,394 | 2.67% |
| Rokos Capital Management LLP | 448,997 | 1.13% | $16.99M | +193,326 | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 332 | 40M | 99.7% | 50 / 106 | 90 / 37 | 3M | 3M |
| Q1 2026 | 323 | 40M | 100.0% | 34 / 84 | 111 / 65 | 5M | 2M |
| Q4 2025 | 361 | 40M | 99.9% | 73 / 98 | 99 / 52 | 6M | 4M |
| Q3 2025 | 346 | 38M | 94.6% | 40 / 93 | 118 / 64 | 3M | 3M |
| Q2 2025 | 374 | 37M | 92.5% | 51 / 109 | 113 / 64 | 3M | 5M |
| Q1 2025 | 389 | 39M | 97.5% | 55 / 106 | 116 / 56 | 4M | 4M |
| Q4 2024 | 400 | 39M | 98.4% | 59 / 119 | 119 / 56 | 3M | 3M |
| Q3 2024 | 400 | 39M | 98.1% | 64 / 105 | 135 / 41 | 10M | 4M |
| Q2 2024 | 380 | 39M | 96.9% | 65 / 95 | 117 / 32 | 3M | 3M |
| Q1 2024 | 352 | 39M | 97.7% | 57 / 74 | 121 / 29 | 3M | 2M |
| Q4 2023 | 326 | 38M | 96.1% | 52 / 77 | 102 / 33 | 3M | 4M |
| Q3 2023 | 313 | 39M | 97.3% | 34 / 90 | 82 / 44 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SLVM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,011,389 | 5.06% | $76.03M | 0.07% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,494,033 | 3.76% | $58.67M | 0.22% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,004,333 | 2.53% | $37.96M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 870,111 | 2.19% | $32.89M | 0.04% | Jun 30, 2026 |
| Royce Small-Cap Special Equity Fund | 514,000 | 1.29% | $19.43M | 4.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 385,697 | 0.97% | $14.58M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 372,027 | 0.94% | $13.92M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 314,566 | 0.79% | $11.89M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 306,055 | 0.77% | $11.57M | 0.07% | Jun 30, 2026 |
| iShares Global Timber & Forestry ETF | 301,355 | 0.76% | $11.39M | 4.62% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 297,757 | 0.75% | $11.26M | 0.30% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 287,238 | 0.72% | $10.86M | 0.14% | Jun 30, 2026 |
| Cambria Shareholder Yield ETF | 237,196 | 0.60% | $8.87M | 0.89% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 230,748 | 0.58% | $8.72M | 0.08% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 229,282 | 0.58% | $9.00M | 0.10% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John V. Sims | CEO & President, Director | 145,402 | 0.37% | Jul 30, 2026 |
| JeanMichel Ribieras | Chairman and CEO, Director | 111,662 | 0.28% | Oct 20, 2025 |
| Kevin W. Ferguson | VP, Controller,Chief Acct.Off. | 5,975 | 0.02% | Sep 2, 2026 |
| Shawn Lawson | SVP, General Manager Europe | 16,676 | 0.04% | Jul 30, 2026 |
| Hirschfeld Tatiana Kalman | SVP & GM, Latin America | 22,848 | 0.06% | Jul 30, 2026 |
| Marcia Vargas | SVP & Chief People Officer | 14,179 | 0.04% | Jul 30, 2026 |
| Rodrigo Davoli | SVP & GM, North America | 46,484 | 0.12% | Jul 30, 2026 |
| Patrick Wilczynski | SVP, Operational Excellence | 38,922 | 0.10% | Jul 30, 2026 |
| Matthew Barron | SVP, Chief Admin & Legal | 48,439 | 0.12% | Jul 30, 2026 |
| Donald P. Devlin | SVP Chief Financial Officer | 28,175 | 0.07% | Jul 30, 2026 |
| Oliver Taudien | SVP | 15,590 | 0.04% | May 1, 2025 |
| Joia M. Johnson | Director | 16,705 | 0.04% | Jul 30, 2026 |
| Jeanmarie F. Desmond | Director | 16,734 | 0.04% | Jul 30, 2026 |
| David D. Petratis | Director | 37,690 | 0.09% | Jul 30, 2026 |
| Lizanne M. Bruce | Director | 14,475 | 0.04% | Jul 30, 2026 |
| James P. Zallie | Director | 16,705 | 0.04% | Jul 30, 2026 |
| Christine S. Breves | Director | 19,076 | 0.05% | Jul 30, 2026 |
| Karl L. Meyers | Director | 24,065 | 0.06% | Oct 20, 2025 |
| Mark Wilde | Director | 8,010 | 0.02% | Oct 20, 2025 |
| Stanley A. Askren | Director | 14,727 | 0.04% | Jul 31, 2025 |
| Jonathan Paul Rollinson | Director | 18,383 | 0.05% | May 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Sep 1, 2026 | Tax withholding | −78.31 | $35.92 | $2.81K | 5,975 |
| Lizanne M. Bruce Director | Jun 15, 2026 | Sale | −1,230 | $41.70 | $51.29K | 14,475 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2026 | Tax withholding | −812.67 | $39.27 | $31.91K | 28,175 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Jun 1, 2026 | Tax withholding | −204.03 | $39.27 | $8.01K | 6,053 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2026 | Tax withholding | −979.97 | $39.27 | $38.48K | 16,676 |
| David D. Petratis Director | May 15, 2026 | Award | +10,207 | $38.70 | $395.01K | 37,690 |
| Lizanne M. Bruce Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 15,705 |
| Jeanmarie F. Desmond Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,734 |
| Christine S. Breves Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 19,076 |
| David D. Petratis Director | May 15, 2026 | Award | +7,623 | $38.70 | $295.01K | 35,106 |
| James P. Zallie Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,705 |
| Joia M. Johnson Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,705 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 17, 2026 | Sale | −6,000 | $42.28 | $253.68K | 38,313 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 9, 2026 | Sale | −2,500 | $42.06 | $105.15K | 6,257 |
| Rodrigo Davoli SVP & GM, North America | Mar 4, 2026 | Sale | −3,250 | $46.46 | $151.00K | 46,484 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Tax withholding | −2,069.92 | $46.30 | $95.84K | 49,734 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Award | +5,405 | – | – | 47,213 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Award | +4,591.5 | – | – | 51,804 |
| Donald P. Devlin SVP Chief Financial Officer | Mar 1, 2026 | Tax withholding | −768.83 | $46.30 | $35.60K | 28,987 |
| Donald P. Devlin SVP Chief Financial Officer | Mar 1, 2026 | Award | +11,191 | – | – | 29,756 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Tax withholding | −2,329.85 | $46.30 | $107.87K | 44,313 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Award | +4,730 | – | – | 41,085 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Award | +5,558.24 | – | – | 46,643 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Award | +15,103.51 | – | – | 145,402 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Award | +40,118 | – | – | 130,299 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Tax withholding | −7,122.88 | $46.30 | $329.79K | 138,279 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Tax withholding | −3,478.6 | $46.30 | $161.06K | 48,439 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Award | +8,868 | – | – | 44,063 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Award | +7,853.99 | – | – | 51,917 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Award | +2,161 | – | – | 8,310 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Award | +1,355.92 | – | – | 9,666 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Tax withholding | −908.92 | $46.30 | $42.08K | 8,757 |
| Shawn Lawson SVP, General Manager Europe | Mar 1, 2026 | Award | +3,421 | – | – | 17,953 |
| Shawn Lawson SVP, General Manager Europe | Mar 1, 2026 | Tax withholding | −297.37 | $46.30 | $13.77K | 17,656 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Mar 1, 2026 | Tax withholding | −1,376.34 | $46.30 | $63.72K | 22,848 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Mar 1, 2026 | Award | +3,758 | – | – | 24,225 |
| Marcia Vargas SVP & Chief People Officer | Mar 1, 2026 | Award | +5,236 | – | – | 14,179 |
| Marcia Vargas SVP & Chief People Officer | Mar 1, 2026 | Tax withholding | −2,027.97 | $46.30 | $93.90K | 8,943 |
| David D. Petratis Director | Jan 1, 2026 | Award | +693 | $48.15 | $33.37K | 27,483 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Dec 9, 2025 | Sale | −2,000 | $48.25 | $96.50K | 6,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Nov 14, 2025 | Sale | −1,000 | $45.77 | $45.77K | 8,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Nov 12, 2025 | Sale | −2,000 | $48.70 | $97.40K | 9,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Sep 1, 2025 | Tax withholding | −75.34 | $46.13 | $3.48K | 11,149 |
| Lizanne M. Bruce Director | Jun 11, 2025 | Sale | −2,000 | $52.60 | $105.20K | 11,829 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2025 | Award | +11,611 | – | – | 11,611 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2025 | Award | +2,921 | – | – | 14,532 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Jun 1, 2025 | Award | +8,401 | – | – | 20,467 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Jun 1, 2025 | Award | +1,611 | – | – | 11,224 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2025 | Award | +9,629 | – | – | 9,629 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2025 | Award | +8,936 | – | – | 18,565 |
| Rodrigo Davoli SVP & GM, North America | Jun 1, 2025 | Award | +12,083 | – | – | 41,808 |
| John V. Sims SVP & Chief Operating Officer | Jun 1, 2025 | Award | +505 | – | – | 90,181 |
| Joia M. Johnson Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,829 |
| Stanley A. Askren Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 14,727 |
| Lizanne M. Bruce Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 13,829 |
| Mark Wilde Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 8,010 |
| Jeanmarie F. Desmond Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,858 |
| James P. Zallie Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,829 |
| Karl L. Meyers Director | May 15, 2025 | Award | +4,425 | $56.51 | $250.06K | 24,065 |
| Christine S. Breves Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 15,200 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bruce Lizanne Director | Jun 15, 2026 | 1,230 | $51.29K | Jun 15, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Wilczynski Patrick Officer | Mar 17, 2026 | 6,000 | $253.68K | Mar 17, 2026 | Performance Stock Units |
| Ribieras Jean-Michel Former Officer/Director | Mar 6, 2026 | 10,805 | $470.87K | Mar 6, 2026 | Performance Stock Units |
| Ribieras Jean-Michel Former Officer/Director | Mar 5, 2026 | 18,507 | $838.38K | Mar 5, 2026 | Performance Stock Units |
| Davoli Rodrigo Officer | Mar 4, 2026 | 3,250 | $151.00K | Mar 4, 2026 | Performance Shares |
| Ribieras Jean-Michel Former Officer / Director | Feb 17, 2026 | 19,650 | $930.98K | Feb 17, 2026 | Restricted stock vesting under a registered plan |
| Ribieras Jean-Michel Former Officer / Director | Feb 13, 2026 | 55,515 | $2.88M | Feb 13, 2026 | Restricted stock vesting under a registered plan |
| Gottung Lizanne Director | Jun 11, 2025 | 2,000 | $105.20K | Jun 11, 2025 | Restricted stock vesting under a registered plan |
| Ribieras Jean-Michel Director, Officer | Mar 24, 2025 | 20,232 | $1.32M | Mar 24, 2025 | Restricted Stock Units |
| Ribieras Jean-Michel Director, Officer | Mar 17, 2025 | 21,250 | $1.39M | Mar 17, 2025 | Restricted Stock Units |
| Ribieras Jean-Michel Director, Officer | Mar 10, 2025 | 21,250 | $1.43M | Mar 10, 2025 | Performance Stock Units |
| Ribieras Jean-Michel Director, Officer | Mar 5, 2025 | 22,268 | $1.50M | Mar 5, 2025 | Restricted Stock Units |
| Ribieras Jean-Michel Director, Officer | Mar 18, 2024 | 12,225 | $694.14K | Mar 18, 2024 | Restricted Stock Units |
| Elisabeth Maes Peggy Officer | Mar 11, 2024 | 1,500 | $94.81K | Mar 11, 2024 | Restricted stock vesting under a registered plan |
| Ribieras Jean-Michel Director, Officer | Mar 11, 2024 | 12,226 | $764.25K | Mar 11, 2024 | Restricted Stock Units |