Sylvamo Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Sylvamo Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Sylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America. The company offers uncoated freesheet for paper products, such as cutsize and offset paper; and markets pulp, aseptic, and liquid packaging board, as well as coated unbleached kraft papers. It also produces hardwood pulp, including bleached hardwood kraft and bleached eucalyptus kraft; bleached softwood kraft; and bleached chemi-thermomechanical pulp. The company distributes its products through a variety of channels, including merchants and distributors, office product suppliers, e-commerce, retailers, and dealers. It also sells directly to converters that produce envelopes, forms, and other related products. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
Sylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America. The company offers uncoated freesheet for paper products, such as cutsize and offset paper; and markets pulp, aseptic, and liquid packaging board, as well as coated unbleached kraft papers. It also produces hardwood pulp, including bleached hardwood kraft and bleached eucalyptus kraft; bleached softwood kraft; and bleached chemi-thermomechanical pulp. The company distributes its products through a variety of channels, including merchants and distributors, office product suppliers, e-commerce, retailers, and dealers. It also sells directly to converters that produce envelopes, forms, and other related products. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
No thesis.
Sylvamo Corp
32.24
−0.08 · −0.25%
post 32.24 0.00%
| Manager | Value | % base | |
|---|---|---|---|
| Atlas FRM | $238.6M | 15.88% | 0.00% |
| BlackRockindex-like | $209.5M | 13.94% | +1.10% |
| Millennium | $95.2M | 6.33% | +5.54% |
| Nomura | $81.3M | 5.41% | 0.00% |
| American Century Companies | $68.1M | 4.53% | +16.89% |
| Manager | Value | % base | |
|---|---|---|---|
| Atlas FRM | $238.6M | 15.88% | 0.00% |
| BlackRockindex-like | $209.5M | 13.94% | +1.10% |
| Millennium | $95.2M | 6.33% | +5.54% |
| Nomura | $81.3M | 5.41% | 0.00% |
| American Century Companies | $68.1M | 4.53% | +16.89% |
Annual filing, covered
10-K parsed · Feb 20 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 20 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
+8.71%
vs ±6.7% implied · ×1.31
shaded = implied · ▲▼ = realized
Bull2
Bear1
Same SIC code · 3
Same SEC industry code: International Paper Co, Mativ Holdings, Inc. and Magnera Corp; of Sylvamo Corp's 6 closest co-movers, none share that code.
Same SIC code · 3
Same SEC industry code: International Paper Co, Mativ Holdings, Inc. and Magnera Corp; of Sylvamo Corp's 6 closest co-movers, none share that code.
Expected move
Inputs8Q avg ±7.8%·×0.90·fair
straddle ±9.4%
spot 32.24exp Nov 20ATM strike 32.5ATM straddle 3.55IV 57%