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International Paper Company

IP Consumer Discretionary
$35.58 $-0.12 (-0.34%)
Market Cap: $18.84 B
Gurus Holding
7
Popularity Rank
#975
% of Shares Held
1.18%
Net Activity (Q4 2025)
-$12.38 M

Guru Ownership Trend

Guru Analysis for International Paper Company (IP)

International Paper Company (IP), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $223.2 M.

Top institutional holders include Diamond Hill Capital and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.38 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Steven Cohen reduced exposure by 78.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$18.47 M
Total Buy Value
New Buys 2
Additions 0
-$30.85 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for International Paper Company (IP)

Major holders include Diamond Hill Capital ($214.81 M), Paul Tudor Jones ($11.2 M), Jefferies Group ($7.27 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.38 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited IP. The total reported sell value was $30.85 M.

Yes, 2 managers opened new positions in IP, and 0 increased their existing holdings. The total reported buy value was $18.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.10% Reduce -0.6% 5,453,523 $214.81 M Q4 2025
0.02% New Buy 284,399 $11.2 M Q4 2025
0.04% New Buy 184,515 $7.27 M Q4 2025
0.01% Reduce -78.0% 165,152 $6.51 M Q4 2025
0.01% Reduce -12.0% 79,942 $3.15 M Q4 2025
0.00% Reduce -54.2% 77,271 $3.04 M Q4 2025
0.00% 28,500 $1.12 M Q4 2025
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