What smart money is saying about SLM Corp
2 funds in our archive have pitched SLM Corp, most recently Hotchkis & Wiley Mid-Cap Value Strategy in September 2026.
SLM Corporation, through its subsidiaries, originates and services private education loans to students and their families to finance the cost of their education in the United States. It provides retail deposit accounts, including high-yield savings accounts, money market accounts, and certificates of deposit; and interest-bearing omnibus accounts. The company was formerly known as New BLC Corporation and changed its name to SLM Corporation in December 2013. SLM Corporation was founded in 1972 and is headquartered in Newark, Delaware.
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Position history
Between Q1 2026 and Q3 2026, 3 fund letters reported a position in SLM Corp, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“Below are the largest detractors held in the portfolio.”
SLM Corp - HoldsHIX Capital Geo FlagshipJune 2026
Listed in HIX Capital Geo Flagship’s reported holdings.
SLM Corp - New positionGreenlight CapitalMarch 2026
“We initiated a medium-sized new position in Versant Media Group (VSNT) and small new positions in Crocs, Inc. (CROX) and SLM Corp. (SLM).”
SLM Corp
Also mentioned · 1
These funds discuss SLM Corp as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedGator Financial Partners Financials Sector Hedge FundsJune 2026
“Currently, the Federal Direct Loan Program makes about 90% of all student loans. Private student lenders, like Sallie Mae and Navient, make the other 10% of student loans.”
SLM Corp
Fund coverage · 2 theses
- Hotchkis & Wiley Mid-Cap Value StrategySeptember 2026
SLM Corp is a private student lender that trades below normal earnings and should benefit as its earning-asset mix normalizes.
Read the full thesis - Greenlight CapitalMarch 2026
SLM Corporation is the leading private student lender with mitigated credit risk via cosigners, growth potential in graduate lending, and significant buyback capacity at a low multiple.
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