PLC
CLW icon

Peapod Lane Capital’s Clearwater Paper CLW Stock Holding History

Peapod Lane Capital’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Buy
289,906
+75,385
+35% +$1.14M 3.07% 6
2026
Q1 		$3.06M Buy
214,521
+70,088
+49% +$1.14M 2.51% 11
2025
Q4 		$2.51M Sell
144,433
-20,955
-13% -$386K 2.14% 16
2025
Q3 		$3.43M Buy
165,388
+105,850
+178% +$2.56M 3.07% 10
2025
Q2 		$1.62M Buy
59,538
+18,654
+46% +$504K 1.62% 29
2025
Q1 		$1.04M Buy
+40,884
New +$1.14M 1.17% 31

Other funds holding CLW

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peapod Lane Capital's CLW Position: Q2 2026 in Review

Peapod Lane Capital increased its Clearwater Paper (CLW) stake by 35% in Q2 2026, buying an estimated $1.14M and bringing the position to 289,906 shares worth $4.55M. The position accounts for 3.07% of the portfolio, ranked #6.

Peapod Lane Capital first reported a position in CLW in Q1 2025 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold CLW as of Q2 2026.

  • Peapod Lane Capital held 289,906 shares of Clearwater Paper worth $4.55M as of Q2 2026.
  • Peapod Lane Capital bought 75,385 Clearwater Paper shares in Q2 2026, an estimated $1.14M.
  • Clearwater Paper made up 3.07% of Peapod Lane Capital's portfolio in Q2 2026, its #6 holding.
  • Peapod Lane Capital first reported a position in Clearwater Paper in Q1 2025 and has held it in 6 quarters since.
  • 134 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2026.

Based on Peapod Lane Capital's 13F filing for Q2 2026, filed 27 Jul 2026.