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International Paper Company

IP Consumer Discretionary
$31.92 +$1.04 (3.37%)
Market Cap: $16.9 B
Gurus Holding
6
Popularity Rank
#1515
% of Shares Held
0.48%
Net Activity (Q1 2026)
-$154.04 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.92 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $154.04 M net outflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$74.55 M
Total Buy Value
New Buys 2
Additions 3
-$228.59 M
Total Sell Value
Reductions 0
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for International Paper Company (IP)

Major holders include Cliff Asness ($43.8 M), Renaissance Technologies (RenTech) ($23.29 M), Paul Tudor Jones ($19.43 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.57 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $154.04 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited IP. The total reported sell value was $228.59 M.

Yes, 2 managers opened new positions in IP, and 3 increased their existing holdings. The total reported buy value was $74.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 1499.1% 1,235,635 $43.8 M Q1 2026
0.04% New Buy 652,500 $23.29 M Q1 2026
0.04% Add 91.4% 544,220 $19.43 M Q1 2026
0.01% Add 32.0% 105,484 $3.77 M Q1 2026
0.00% 28,500 $1.02 M Q1 2026
0.00% New Buy 190 $6,650 Q1 2026
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Transaction
Value
Shares
Position / Chg
SEC Form