What smart money is saying about Sylvamo Corp
2 funds in our archive have pitched Sylvamo Corp, most recently Alluvial Capital in December 2025.
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.
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Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Sylvamo Corp, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 1 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- ExitedAlluvial Fund, LPSeptember 2026
“We also sold our shares of Vistance Networks and Sylvamo.”
Sylvamo Corp - ExitedAlluvial FundSeptember 2026
“We also sold our shares of Vistance Networks and Sylvamo.”
Sylvamo Corp - New positionRoyal London Global Equity Transitions FundDecember 2025
“We recently started a position in Sylvamo, which we classify as a Turnaround opportunity.”
Sylvamo Corp
Also mentioned · 1
These funds discuss Sylvamo Corp as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedRoyal London AM US Equity TrustSeptember 2026
Named in a table in Royal London AM US Equity Trust’s letter.
Sylvamo Corp
Fund coverage · 2 theses
- Alluvial CapitalDecember 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.
Read the full thesis - Royal London Global Equity Transitions FundDecember 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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