SLVM
Sylvamo Corp · Basic Materials · Paper, Lumber & Forest Products
Données momentum (gérants comparables) :
étendue des détenteurs -6.7% ·
flux d'actions +0.3% ·
nouvelles positions nettes -7.1%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | -4 | 25.31M | $957.24M | +4 | −8 |
| Q1 2026 | 92 | -6 | 25.14M | $1.06B | +2 | −8 |
| Q4 2025 | 97 | +1 | 26.61M | $1.28B | +1 | — |
| Q3 2025 | 18 | +2 | 13.30M | $588.24M | +2 | −1 |
| Q2 2025 | 14 | -1 | 11.92M | $597.11M | — | −1 |
| Q1 2025 | 12 | +2 | 2.96M | $198.24M | +2 | — |
| Q4 2024 | 10 | 0 | 2.84M | $224.32M | +1 | −1 |
| Q3 2024 | 9 | 0 | 1.39M | $118.91M | +1 | −1 |
| Q2 2024 | 9 | — | 1.76M | $120.89M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 5.37M | — | $268.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 3.06M | — | $153.28M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passif) | 1.30M | -2.5% | $65.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 985.83K | +0.7% | $49.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 985.83K | +0.7% | $49.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 498.22K | — | $24.96M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 498.22K | — | $24.96M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 498.22K | — | $24.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 498.22K | — | $24.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 231.50K | +33.5% | $11.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 147.96K | +262.5% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 147.96K | +262.5% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 133.00K | +19.7% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 93.97K | +77.2% | $4.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 93.97K | +77.2% | $4.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 29.67K | +2.9% | $1.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 28.32K | +7.9% | $1.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 19.75K | +9.2% | $989,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 19.75K | +9.2% | $989,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 19.75K | +9.2% | $989,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 19.75K | +9.2% | $989,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Norges Bank ✦ (passif) | 11.51K | -54.1% | $576,551 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Millennium Management ✦ | 7.82K | -94.6% | $391,782 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Marshall Wace | $1.25M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 315 détenteurs, 39.62M actions, $1.59B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.