M&G Plc IP — INTERNATIONAL PAPER CO

Ownership history in M&G Plc  ·  6 quarters on record

AI Ownership Summary

M&G Plc reported INTERNATIONAL PAPER CO (IP) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.83% in 2025 Q2. The latest visible filing shows IP at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in INTERNATIONAL PAPER CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IP was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IP stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held IP — position size vs. price
% of Fund (quarterly)    IP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,559,390 -491,804 -16.1% 0.47% $90.2M 2026-05-13 $31.98
2025 Q4 REDUCED — — — 3,051,194 -131,782 -4.1% 0.60% $116.1M 2026-02-12 $48.68
2025 Q3 REDUCED — — — 3,182,976 -37,094 -1.2% 0.77% $145.3M 2025-11-07 $37.26
2025 Q2 ADDED — — — 3,220,070 +2,009,123 +165.9% 0.83% $150.6M 2025-08-08 $46.05
2025 Q1 ADDED — — — 1,210,947 +1,116,225 +1178.4% 0.31% $64.5M 2025-05-13 $46.05
2024 Q1 INITIATED — — — 94,722 — — 0.01% $3.7M 2024-05-10 $35.64

🏢 Other funds also holding IP

As of 2026 Q1 — sorted by position size

Atlas FRM LLC 3Y 17.74% Cherokee Insurance Co 3.03% Bastion Asset Management Inc. 2.66% Parrish Capital LLC 1.16% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.83% Garner Asset Management Corp 3Y 7Y 0.83% Sciencast Management LP 3Y 7Y 0.81% ICON ADVISERS INC/CO 3Y 7Y 0.78% Ceredex Value Advisors LLC 3Y 7Y 0.71% Uncommon Cents Investing LLC 3Y 7Y 0.71%

FAQ About M&G Plc and IP

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning IP?

M&G Plc reported IP across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IP position in M&G Plc's portfolio?

The largest reported portfolio weight for IP was 0.83% in 2025 Q2.

What is the latest reported IP position on this page?

The most recent filing on this page is 2026 Q1, when M&G Plc reported 2,559,390 shares, equal to 0.47% of portfolio, with an estimated market value of $90.2M.

What does the chart on this IP ownership page compare?

The chart compares M&G Plc's quarterly IP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their IP position?

Based on 13F filing dates vs. subsequent IP price moves, M&G Plc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on IP relative to SPY over the holding period was -45.7%.

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