International Paper Company
MX ˙ BMV ˙ US4601461035
SecurityMX:IP / International Paper Company
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership105,484 shares
Latest Disclosed Value $ 3,765,779
Gotham Asset Management, LLC reports 31.95% increase in ownership of IP / International Paper Company

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 105,484 shares of International Paper Company (MX:IP) valued at $3,765,779 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,942 shares of International Paper Company. This represents a change in shares of 31.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F INTERNATIONAL PAPER COM 460146103 105,484 25,542 31.95 3,766 19.60 0.0115
2026-02-17 2025-12-31 13F INTERNATIONAL PAPER COM 460146103 79,942 -10,930 -12.03 3,149 -25.33 0.0115
2025-11-14 2025-09-30 13F INTERNATIONAL PAPER COM 460146103 90,872 -27,807 -23.43 4,216 -24.13 0.0184
2025-08-14 2025-06-30 13F INTERNATIONAL PAPER COM 460146103 118,679 -245,351 -67.40 5,558 -71.39 0.0333
2025-05-15 2025-03-31 13F INTERNATIONAL PAPER COM 460146103 364,030 45,299 14.21 19,421 13.22 0.1621
2025-02-14 2024-12-31 13F INTERNATIONAL PAPER COM 460146103 318,731 73,881 30.17 17,154 43.43 0.1626
2024-11-14 2024-09-30 13F INTERNATIONAL PAPER COM 460146103 244,850 -12,769 -4.96 11,961 7.59 0.1237
2024-08-14 2024-06-30 13F INTERNATIONAL PAPER COM 460146103 257,619 65,297 33.95 11,116 48.13 0.1439
2024-05-15 2024-03-31 13F INTERNATIONAL PAPER COM 460146103 192,322 18,400 10.58 7,504 19.36 0.1133
2024-02-14 2023-12-31 13F INTERNATIONAL PAPER COM 460146103 173,922 -12,615 -6.76 6,287 -4.97 0.1166
2023-11-14 2023-09-30 13F INTERNATIONAL PAPER COM 460146103 186,537 -127,446 -40.59 6,616 -33.75 0.1367
2023-08-14 2023-06-30 13F INTERNATIONAL PAPER COM 460146103 313,983 56,548 21.97 9,988 7.58 0.2172
2023-05-15 2023-03-31 13F INTERNATIONAL PAPER COM 460146103 257,435 39,488 18.12 9,283 23.00 0.2250
2023-02-14 2022-12-31 13F INTERNATIONAL PAPER COM 460146103 217,947 40,170 22.60 7,548 33.91 0.2124
2022-11-14 2022-09-30 13F INTERNATIONAL PAPER COM 460146103 177,777 -25,306 -12.46 5,636 -33.66 0.1688
2022-08-15 2022-06-30 13F INTERNATIONAL PAPER COM 460146103 203,083 -17,630 -7.99 8,495 -16.60 0.2728
2022-05-16 2022-03-31 13F INTERNATIONAL PAPER COM 460146103 220,713 91,278 70.52 10,186 67.51 0.3154
2022-02-14 2021-12-31 13F INTERNATIONAL PAPER COM 460146103 129,435 19,891 18.16 6,081 -0.73 0.1962
2021-11-15 2021-09-30 13F INTERNATIONAL PAPER COM 460146103 109,544 28,968 35.95 6,126 24.01 0.2484
2021-08-16 2021-06-30 13F INTERNATIONAL PAPER COM 460146103 80,576 -8,267 -9.31 4,940 2.83 0.2093
2021-05-17 2021-03-31 13F INTERNATIONAL PAPER COM 460146103 88,843 -22,198 -19.99 4,804 -12.99 0.2143
2021-02-16 2020-12-31 13F INTERNATIONAL PAPER COM 460146103 111,041 20,498 22.64 5,521 50.39 0.1826
2020-11-16 2020-09-30 13F INTERNATIONAL PAPER COM 460146103 90,543 -127,083 -58.40 3,671 -52.09 0.1179
2020-08-13 2020-06-30 13F INTL PAPER COM 460146103 217,626 -4,313 -1.94 7,663 10.91 0.2293
2020-05-15 2020-03-31 13F INTL PAPER COM 460146103 221,939 -63,393 -22.22 6,909 -47.42 0.1919
2020-02-14 2019-12-31 13F INTL PAPER COM 460146103 285,332 -69,990 -19.70 13,140 -11.57 0.2413
2019-11-14 2019-09-30 13F INTL PAPER COM 460146103 355,322 -103,109 -22.49 14,860 -25.17 0.2625
2019-08-14 2019-06-30 13F INTL PAPER COM 460146103 458,431 123,480 36.87 19,859 28.14 0.3169
2019-05-15 2019-03-31 13F INTL PAPER COM 460146103 334,951 62,928 23.13 15,498 41.16 0.2270
2019-02-14 2018-12-31 13F INTL PAPER COM 460146103 272,023 69,435 34.27 10,979 10.26 0.1706
2018-11-14 2018-09-30 13F INTL PAPER COM 460146103 202,588 -199,666 -49.64 9,957 -52.47 0.1375
2018-08-14 2018-06-30 13F INTL PAPER COM 460146103 402,254 62,655 18.45 20,949 15.45 0.3028
2018-05-15 2018-03-31 13F INTL PAPER COM 460146103 339,599 339,599 18,145 0.2538
2017-05-15 2017-03-31 13F INTL PAPER COM 460146103 0 -27,240 -100.00 0 -100.00
2017-02-14 2016-12-31 13F INTL PAPER COM 460146103 27,240 15,096 124.31 1,445 147.86 0.0186
2016-11-14 2016-09-30 13F INTL PAPER COM 460146103 12,144 -36,548 -75.06 583 -71.75 0.0076
2016-08-15 2016-06-30 13F INTL PAPER COM 460146103 48,692 31,245 179.09 2,064 188.27 0.0247
2016-05-16 2016-03-31 13F INTL PAPER COM 460146103 17,447 7,719 79.35 716 95.10 0.0080
2016-02-16 2015-12-31 13F INTL PAPER COM 460146103 9,728 -224,654 -95.85 367 -95.86 0.0040
2015-11-16 2015-09-30 13F INTL PAPER COM 460146103 234,382 -100,617 -30.04 8,857 -44.45 0.0864
2015-08-14 2015-06-30 13F INTL PAPER COM 460146103 334,999 49,072 17.16 15,943 0.49 0.1333
2015-05-15 2015-03-31 13F INTL PAPER COM 460146103 285,927 -9,440 -3.20 15,866 0.25 0.1210
2015-02-17 2014-12-31 13F INTL PAPER COM 460146103 295,367 28,421 10.65 15,826 24.18 0.1281
2014-11-14 2014-09-30 13F INTL PAPER COM 460146103 266,946 30,085 12.70 12,744 6.61 0.1268
2014-08-14 2014-06-30 13F INTL PAPER COM 460146103 236,861 61,217 34.85 11,954 48.33 0.1496
2014-05-15 2014-03-31 13F INTL PAPER COM 460146103 175,644 55,086 45.69 8,059 36.34 0.1213
2014-02-14 2013-12-31 13F INTL PAPER COM 460146103 120,558 65,805 120.19 5,911 140.97 0.1407
2013-11-14 2013-09-30 13F INTL PAPER COM 460146103 54,753 19,879 57.00 2,453 58.77 0.0797
2013-08-15 2013-06-30 13F/A-1 INTL PAPER COM 460146103 34,874 34,874 1,545 0.0662
2013-08-14 2013-06-30 13F INTL PAPER COM 460146103 34,874 1,545 0.0659
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.