Clearwater PaperCLW
Market Cap: 935M
About: Clearwater Paper Corp is engaged in the manufacturing and selling of private label tissue, paperboard, and pulp-based products. The company has two reportable segments namely the consumer products segment which manufactures and sells a complete line of at-home tissue products as well as AFH products. The pulp and paperboard segment manufactures and markets bleached paperboard for the high-end segment of the packaging industry as well as offers services that include custom sheeting, slitting and cutting of paperboard. It generates maximum revenue from Pulp and Paperboard segment. Geographically, it derives maximum revenue from the United States.
Employees: 3,100
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
179% more call options, than puts
Call options by funds: $8.23M | Put options by funds: $2.95M
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 2 (+1) [Q1 2024]
26% more capital invested
Capital invested by funds: $537M [Q4 2023] → $675M (+$137M) [Q1 2024]
12% more funds holding
Funds holding: 162 [Q4 2023] → 181 (+19) [Q1 2024]
3.34% more ownership
Funds ownership: 89.81% [Q4 2023] → 93.15% (+3.34%) [Q1 2024]
3% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 62
Research analyst outlook
1 Wall Street Analyst provided 1 year price forecasts over the past 6 months
1 analyst rating
RBC Capital Matthew McKellar | 25%downside $42 | Sector Perform Maintained | 30 Apr 2024 |
Financial journalist opinion
Based on 3 articles about CLW published over the past 30 days