Clearwater Paper Corp (CLW)
NYSE · Wood, Furniture & Paper · Paperboard Mills
- Price
- $21.38
- Day
- -2.42%
- Market cap
- $344.76M
Close 2026-09-23.
The company
GENERAL Clearwater Paper is recognized as a leading manufacturer and supplier of Solid Bleached Sulfate (SBS) paperboard packaging products, serving independent converters throughout North America. We participate in the North American paperboard market, which encompasses approximately 10 million tons and is divided into three principal substrates, each offering a diverse array of applications. SBS constitutes nearly fifty percent of the market, while Coated Unbleached Kraft (CUK) and Coated Recycled Board (CRB) comprise the remaining substrates. The paperboard products produced are inherently sustainable, aligning with prevailing trends that favor renewable and recyclable materials. We believe we are strategically positioned to benefit from the increasing emphasis on sustainability within the industry. We produce paperboard that is then converted and printed by independent converters and primarily used in folding carton and food service applications. Additionally, minor amounts of pulp are sold to outside customers. We regularly pursue the development of new products and innovative solutions, with the objective of expanding and diversifying our paperboard portfolio. Our status as an independent, non-integrated supplier is considered fundamental to our value proposition, distinguishing us within the competitive landscape of the paperboard packaging industry. Our manufacturing facilities and all other assets are located within the continental United States.
From Item 1: GENERAL.
By product & service
- Foodservice — 43%
- Folding Carton — 37%
- Other — 10%
- Sheeting and Distribution — 10%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/ — $24.1M
- DIMENSIONAL FUND ADVISORS LP — $16.15M
- GATE CITY CAPITAL MANAGEMENT, LLC — $14.72M
- READYSTATE ASSET MANAGEMENT LP — $12.25M
- VANGUARD CAPITAL MANAGEMENT LLC — $10.9M
- BlackRock, Inc. — $10.03M
- Parallax Volatility Advisers, L.P. — $8.08M
- BlackRock, Inc. — $7.79M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Bowden Steve M (Sr. V.P.) sold 8,889 shares at $18.14 on 2025-11-28
- Moyes Kari G. (SVP, HR) sold 1,132 shares at $23.98 on 2025-03-17
- Moyes Kari G. (SVP, HR) sold 2,778 shares at $26.72 on 2025-02-27
Recent filings
- 8-K — 2026-09-21
- 4 — 2026-08-18
- SCHEDULE 13G — 2026-08-14
- 10-Q — 2026-07-28
- 8-K — 2026-07-28
- SCHEDULE 13G/A — 2026-07-14
- 4 — 2026-07-06
- 4 — 2026-07-06
- 4/A — 2026-05-28
- 4 — 2026-05-19