Sylvamo Corporation
MX ˙ BMV ˙ US8713321029
SecurityMX:SLVM / Sylvamo Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership546,727 shares
Latest Disclosed Value $ 23,093,815
Morgan Stanley reports 12.75% decrease in ownership of SLVM / Sylvamo Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 546,727 shares of Sylvamo Corporation (MX:SLVM) valued at $23,093,815 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 626,607 shares of Sylvamo Corporation. This represents a change in shares of -12.75% 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 SYLVAMO COMMON STOCK 871332102 546,727 -79,880 -12.75 23,094 -23.46 0.0014
2026-05-27 2025-12-31 13F/A-1 SYLVAMO COMMON STOCK 871332102 626,607 63,578 11.29 30,171 21.18 0.0018
2026-02-13 2025-12-31 13F SYLVAMO COMMON STOCK 871332102 626,607 63,578 30,171 0.0018
2026-05-27 2025-09-30 13F/A-1 SYLVAMO COMMON STOCK 871332102 563,029 92,236 19.59 24,897 5.56 0.0015
2025-11-14 2025-09-30 13F SYLVAMO COMMON STOCK 871332102 563,029 92,236 24,897 0.0015
2025-08-15 2025-06-30 13F SYLVAMO COMMON STOCK 871332102 470,793 -153,355 -24.57 23,587 -43.66 0.0015
2025-05-15 2025-03-31 13F SYLVAMO COMMON STOCK 871332102 624,148 -33,647 -5.12 41,862 -19.47 0.0030
2025-05-15 2024-12-31 13F/A-1 SYLVAMO COMMON STOCK 871332102 657,795 -52,021 -7.33 51,979 -14.70 0.0036
2025-02-14 2024-12-31 13F SYLVAMO COMMON STOCK 871332102 657,795 -52,021 51,979 0.0036
2025-05-14 2024-09-30 13F/A-2 SYLVAMO COMMON STOCK 871332102 709,816 145,341 25.75 60,938 57.37 0.0044
2025-02-14 2024-09-30 13F/A-1 SYLVAMO COMMON STOCK 871332102 709,816 145,341 60,938 0.0044
2024-11-14 2024-09-30 13F SYLVAMO COMMON STOCK 871332102 709,816 145,341 60,938 0.0044
2025-05-14 2024-06-30 13F/A-2 SYLVAMO COMMON STOCK 871332102 564,475 42,725 8.19 38,723 20.21 0.0030
2024-10-17 2024-06-30 13F/A-1 SYLVAMO COMMON STOCK 871332102 564,475 42,725 38,723 0.0030
2024-08-14 2024-06-30 13F SYLVAMO COMMON STOCK 871332102 564,475 42,725 38,723 0.0030
2024-10-17 2024-03-31 13F/A-2 SYLVAMO COMMON STOCK 871332102 521,750 -53,821 -9.35 32,213 13.96 0.0026
2024-08-16 2024-03-31 13F/A-1 SYLVAMO COMMON STOCK 871332102 521,750 -53,821 32,213 0.0003
2024-05-15 2024-03-31 13F SYLVAMO COMMON STOCK 871332102 521,750 -53,821 32,213 0.0026
2024-08-16 2023-12-31 13F/A-1 SYLVAMO COMMON STOCK 871332102 575,571 49,421 9.39 28,266 22.26 0.0025
2024-02-13 2023-12-31 13F SYLVAMO COMMON STOCK 871332102 575,571 49,421 28,266 0.0025
2023-11-15 2023-09-30 13F SYLVAMO COMMON STOCK 871332102 526,150 49,274 10.33 23,119 19.86 0.0024
2023-08-14 2023-06-30 13F SYLVAMO COMMON STOCK 871332102 476,876 41,997 9.66 19,290 -4.12 0.0019
2023-05-15 2023-03-31 13F SYLVAMO COMMON STOCK 871332102 434,879 -78,907 -15.36 20,118 -19.42 0.0022
2023-02-14 2022-12-31 13F SYLVAMO COMMON STOCK 871332102 513,786 86,531 20.25 24,965 72.34 0.0028
2022-11-14 2022-09-30 13F SYLVAMO COMMON STOCK 871332102 427,255 -13,469 -3.06 14,485 0.58 0.0020
2022-10-27 2022-06-30 13F/A-1 SYLVAMO COMMON STOCK 871332102 440,724 216,609 96.65 14,402 93.11 0.0019
2022-08-15 2022-06-30 13F SYLVAMO COMMON STOCK 871332102 440,724 216,609 14,402 0.0004
2022-10-27 2022-03-31 13F/A-1 SYLVAMO COMMON STOCK 871332102 224,115 2,035 0.92 7,458 20.41 0.0010
2022-05-13 2022-03-31 13F SYLVAMO COMMON STOCK 871332102 224,115 2,035 7,458 0.0010
2022-02-14 2021-12-31 13F SYLVAMO COMMON STOCK 871332102 222,080 221,880 110,940.00 6,194 103,133.33 0.0008
2021-11-15 2021-09-30 13F SYLVAMO COMMON STOCK 871332102 200 200 6 0.0000
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.