Position in IP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,654,433
+$19,143,410 QoQ
Shares Held
3,379,676
+31.1% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Slate Path Capital LP holds $128,093,790 across 2 Packaging & Containers names. IP ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
This page
|
3,379,676 | $120,654,433 | |
| 2 | SW |
Smurfit Westrock plc
|
186,684 | $7,439,357 |
All Filings in IP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,654,433 | 3,379,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,511,023 | 2,577,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,743,600 | 2,817,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $131,788,986 | 2,814,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $165,075,570 | 3,094,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,796,200 | 1,910,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||