SLVM β€” Sylvamo Corp

Ownership history in DENALI ADVISORS LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which DENALI ADVISORS LLC reported a position in Sylvamo Corp (SLVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.73% (2024 Q2)
πŸ“Š Avg. % of fund
0.78%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

DENALI ADVISORS LLC Γ— SLVM AI Analytics

πŸ“‰ DENALI ADVISORS LLC underperformed the S&P 500 by –12.5% annually on this SLVM position. Timing score: 70% (7/10 decisions correct). Average cost basis: $45.10. Maximum drawdown during holding period: –47.0%.

πŸ“ˆ Position Alpha vs SPY
-12.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.5% ann.
10 quarters analyzed

⏱️ Timing Score
70%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct

πŸ’° Entry Quality
$45.10
+5.8% vs current ($47.70)

Best entry: $40.61 (2023 Q3)  Β·  Worst: $64.99 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–47.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

7 adds Β· 5 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ DENALI ADVISORS LLC has been actively increasing its SLVM allocation β€” a bullish signal from insiders.
Currently 0.3% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SLVM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 56,500 -9,900 -14.9% 0.30% $2.7M $47.70
2025 Q3 ADDED 66,400 +50,174 +309.2% 0.33% $2.9M $43.36
2025 Q2 ADDED 16,226 +8,207 +102.3% 0.08% $813K $48.70
2025 Q1 REDUCED 8,019 -9,281 -53.6% 0.06% $538K $64.69
2024 Q4 REDUCED 17,300 -74,500 -81.2% 0.14% $1.4M $75.79
2024 Q3 REDUCED 91,800 -400 -0.4% 0.85% $7.9M $81.88
2024 Q2 ADDED 92,200 +9,000 +10.8% 1.73% $6.3M $64.99
2024 Q1 REDUCED 83,200 -5,700 -6.4% 1.51% $5.1M $58.20
2023 Q4 ADDED 88,900 +15,800 +21.6% 1.33% $4.4M $46.01
2023 Q3 ADDED 73,100 +4,100 +5.9% 1.13% $3.2M $40.61
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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