Balyasny Asset Management’s Sylvamo SLVM Stock Holding History

Balyasny Asset Management’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Buy	380,881 +359,687	+1,697%	+$14.6M	0.02%	891
2026 Q1	$895K	Sell	21,194 -2,697	-11%	-$126K	﹤0.01%	2126
2025 Q4	$1.15M	Sell	23,891 -33,258	-58%	-$1.51M	﹤0.01%	2124
2025 Q3	$2.53M	Sell	57,149 -4,322	-7%	-$200K	﹤0.01%	1693
2025 Q2	$3.08M	Sell	61,471 -88,296	-59%	-$4.97M	﹤0.01%	1526
2025 Q1	$10M	Buy	149,767 +121,492	+430%	+$8.85M	0.02%	906
2024 Q4	$2.23M	Buy	+28,275	New	+$2.44M	﹤0.01%	1632
2022 Q2	–	Sell	-18,975	Closed	-$631K	–	3141
2022 Q1	$631K	Sell	18,975 -65,625	-78%	-$2.18M	﹤0.01%	1757
2021 Q4	$2.36M	Buy	+84,600	New	+$2.46M	0.01%	1152

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management's SLVM Position: Q2 2026 in Review

Balyasny Asset Management increased its Sylvamo (SLVM) stake by 1,697% in Q2 2026, buying an estimated $14.6M and bringing the position to 380,881 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #891.

Balyasny Asset Management first reported a position in SLVM in Q4 2021 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

Balyasny Asset Management held 380,881 shares of Sylvamo worth $14.4M as of Q2 2026.
Balyasny Asset Management bought 359,687 Sylvamo shares in Q2 2026, an estimated $14.6M.
Sylvamo made up 0.02% of Balyasny Asset Management's portfolio in Q2 2026, its #891 holding.
Balyasny Asset Management first reported a position in Sylvamo in Q4 2021 and has held it in 9 quarters since.
333 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.