JO
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John Overdeck’s Sylvamo SLVM Stock Holding History

John Overdeck’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 		$3.11M Buy
82,377
+73,627
+841% +$2.99M ﹤0.01% 2591
2026
Q1 		$370K Sell
8,750
-7,805
-47% -$365K ﹤0.01% 3925
2025
Q4 		$797K Sell
16,555
-126,810
-88% -$5.77M ﹤0.01% 3073
2025
Q3 		$6.34M Buy
143,365
+10,362
+8% +$480K 0.01% 1273
2025
Q2 		$6.66M Buy
133,003
+21,862
+20% +$1.23M 0.01% 1058
2025
Q1 		$7.45M Buy
111,141
+98,559
+783% +$7.18M 0.02% 904
2024
Q4 		$994K Buy
+12,582
New +$1.09M ﹤0.01% 2183
2024
Q2 		– Sell
-4,600
Closed -$284K – 3296
2024
Q1 		$284K Sell
4,600
-39,720
-90% -$2.12M ﹤0.01% 2581
2023
Q4 		$2.18M Buy
44,320
+22,368
+102% +$1.05M 0.01% 1471
2023
Q3 		$965K Buy
21,952
+5,194
+31% +$223K ﹤0.01% 1956
2023
Q2 		$678K Sell
16,758
-44,742
-73% -$1.93M ﹤0.01% 2177
2023
Q1 		$2.84M Sell
61,500
-162,708
-73% -$7.72M 0.01% 1175
2022
Q4 		$10.9M Buy
224,208
+164,599
+276% +$7.9M 0.03% 522
2022
Q3 		$2.02M Sell
59,609
-95,231
-62% -$3.61M 0.01% 1143
2022
Q2 		$5.06M Buy
154,840
+38,940
+34% +$1.63M 0.02% 762
2022
Q1 		$3.86M Buy
115,900
+42,204
+57% +$1.4M 0.01% 1041
2021
Q4 		$2.06M Buy
+73,696
New +$2.15M ﹤0.01% 1896

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

John Overdeck's SLVM Position: Q2 2026 in Review

John Overdeck increased its Sylvamo (SLVM) stake by 841% in Q2 2026, buying an estimated $2.99M and bringing the position to 82,377 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

John Overdeck first reported a position in SLVM in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2022. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • John Overdeck held 82,377 shares of Sylvamo worth $3.11M as of Q2 2026.
  • John Overdeck bought 73,627 Sylvamo shares in Q2 2026, an estimated $2.99M.
  • Sylvamo made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2591 holding.
  • John Overdeck first reported a position in Sylvamo in Q4 2021 and has held it in 17 quarters since.
  • John Overdeck's Sylvamo position peaked at $10.9M in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.