Alluvial Fund Bets on Sylvamo Corporation (SLVM) Due to Its Strong Fundamentals
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 2,233,209 | $107,529,013 | +606% | 0.05% |
| 2. | Jain Global LLC Bobby Jain | 811,467 | $39,072,136 | 0.19% | |
| 3. | Royce & Associates Chuck Royce | 464,401 | $22,360,908 | +9% | 0.23% |
| 4. | D E Shaw D. E. Shaw | 356,361 | $17,158,782 | -20% | 0.01% |
| 5. | Point72 Asset Management Steve Cohen | 280,182 | $13,490,763 | +302% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.17 | 10,000 | $491,700.00 | 10,000 | 2023-03-10 | Filing | |
| $50.37 | 4,976 | $250,641.12 | 52,755 | 2023-03-09 | Filing | |
| $31.07 | 10,000 | $310,720.00 | 117,923 | 2021-11-29 | Filing | |
| $32.44 | 19,340 | $627,341.25 | 43,000 | 2021-11-15 | Filing | |
| $32.00 | 1,000 | $32,000.00 | 3,809 | 2021-11-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.28 | 6,000 | $253,680.00 | 38,313 | 2026-03-17 | Filing | |
| $42.06 | 2,500 | $105,150.00 | 6,257 | 2026-03-09 | Filing | |
| $46.46 | 3,250 | $150,995.00 | 46,484 | 2026-03-04 | Filing | |
| $48.25 | 2,000 | $96,500.00 | 6,149 | 2025-12-09 | Filing | |
| $45.77 | 1,000 | $45,770.00 | 8,149 | 2025-11-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,312,454 | $303,944,660 | 29.69% | |
| 2. | 5,327,400 | $256,514,318 | 0% | |
| 3. | 2,928,108 | $140,988,400 | 0% | |
| 4. | 2,150,000 | $103,522,500 | 0.14% | |
| 5. | 1,372,059 | $66,064,675 | 0.03% |