Clearwater Paper (NYSE:CLW) reported third-quarter 2026 net sales of $384.9 million and a net loss of $1.6 million, or $0.10 per share. Net sales were down from $399.0 million a year earlier, while the company narrowed its net loss from $53.3 million.
The company said lower market pricing affected sales, while operational disruption at its Augusta mill late in the quarter affected volumes and costs. Clearwater Paper also completed a refinancing of all debt and received $17.5 million in additional representation and warranty insurance proceeds.
- Third-quarter sales volume was 322,265 tons, down 1% year over year.
- Paperboard average net selling price was $1,111 per ton, down 4% from the prior-year quarter.
- Income from continuing operations was $2.5 million before interest, taxes and non-operating expenses.
- Net debt was $260.7 million at September 30, 2026, down from $316.7 million at December 31, 2025.
$CLW Hedge Fund Activity
We have seen 77 institutional investors add shares of $CLW stock to their portfolio, and 55 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GATE CITY CAPITAL MANAGEMENT, LLC added 938,496 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,715,617
- JPMORGAN CHASE & CO added 453,652 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,113,263
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 396,734 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,220,789
- AQR CAPITAL MANAGEMENT LLC added 242,479 shares (+136.0%) to their portfolio in Q2 2026, for an estimated $3,802,070
- UBS GROUP AG added 237,755 shares (+799.3%) to their portfolio in Q2 2026, for an estimated $3,727,998
- DIMENSIONAL FUND ADVISORS LP removed 223,296 shares (-17.4%) from their portfolio in Q2 2026, for an estimated $3,501,281
- RENAISSANCE TECHNOLOGIES LLC removed 202,215 shares (-85.3%) from their portfolio in Q2 2026, for an estimated $3,170,731
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
