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What smart money is saying about Sylvamo CorpUnited States flag

SLVM · Basic Materials · Paper, Lumber & Forest Products · Market cap $1.72B

2 funds in our archive have pitched Sylvamo Corp — most recently Alluvial Capital in December 2025.

Company profile

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.

Fund coverage · 2 theses

  • Alluvial Capital
    December 2025

    Sylvamo Corp is a leading freesheet paper producer with near-term headwinds investing for capacity and expecting FCF recovery, with a potential strategic transaction as a catalyst.

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  • Royal London Global Equity Transitions Fund
    December 2025

    Sylvamo Corporation is a turnaround paper producer gaining share via scale with favorable supply-demand and durable free cash flow, while improving climate metrics.

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