TwinBeech Capital’s Sylvamo SLVM Stock Holding History

TwinBeech Capital’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	$329K	Buy	+8,700	New	+$353K	0.06%	279
2025 Q3	–	Sell	-83,848	Closed	-$4.2M	–	818
2025 Q2	$4.2M	Buy	83,848 +74,741	+821%	+$4.21M	0.1%	225
2025 Q1	$611K	Buy	+9,107	New	+$664K	0.01%	560
2023 Q3	–	Sell	-73,843	Closed	-$2.99M	–	876
2023 Q2	$2.99M	Buy	+73,843	New	+$3.19M	0.06%	333
2023 Q1	–	Sell	-57,848	Closed	-$2.81M	–	869
2022 Q4	$2.81M	Buy	57,848 +41,819	+261%	+$2.01M	0.05%	365
2022 Q3	$543K	Sell	16,029 -30,440	-66%	-$1.16M	0.01%	515
2022 Q2	$1.52M	Buy	+46,469	New	+$1.95M	0.07%	262

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

TwinBeech Capital's SLVM Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Sylvamo (SLVM) in Q2 2026: 8,700 shares worth $329K. The stake represents 0.06% of the portfolio and ranks #279 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in SLVM as recently as Q2 2025.

TwinBeech Capital first reported a position in SLVM in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.2M in Q2 2025. 332 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

TwinBeech Capital held 8,700 shares of Sylvamo worth $329K as of Q2 2026.
Sylvamo was a new TwinBeech Capital position in Q2 2026.
Sylvamo made up 0.06% of TwinBeech Capital's portfolio in Q2 2026, its #279 holding.
TwinBeech Capital first reported a position in Sylvamo in Q2 2022 and has held it in 7 quarters since.
TwinBeech Capital's Sylvamo position peaked at $4.2M in Q2 2025.
332 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.