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International Paper Company

IP Consumer Discretionary
$33.66 +$0.02 (0.07%)
Market Cap: $17.82 B
Gurus Holding
6
Popularity Rank
#1494
% of Shares Held
1.87%
Net Activity (Q2 2026)
+$277.24 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $332.8 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $277.24 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 619.0%. Conversely, Paul Tudor Jones reduced exposure by 56.4%.

Key Holders

Top 5 by Value

$334.68 M
$26.91 M
$1.19 M
$1.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$312.23 M
Total Buy Value
New Buys 1
Additions 3
-$34.98 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for International Paper Company (IP)

Major holders include Cliff Asness ($334.68 M), Joel Greenblatt ($26.91 M), Paul Tudor Jones ($9.05 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 9.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $277.24 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited IP. The total reported sell value was $34.98 M.

Yes, 1 managers opened new positions in IP, and 3 increased their existing holdings. The total reported buy value was $312.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 619.0% 8,884,607 $334.68 M Q2 2026
0.06% Add 569.7% 706,423 $26.91 M Q2 2026
0.01% Reduce -56.4% 237,418 $9.05 M Q2 2026
0.00% New Buy 31,310 $1.19 M Q2 2026
0.00% 28,500 $1.09 M Q2 2026
0.00% Add 27.9% 243 $9,282 Q2 2026
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Value
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