CLW at a glance
Clearwater Paper Corp (CLW, SEC CIK 1441236) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Clearwater Paper Corp (CLW) reported revenue of $1.6 billion (up 12.4% from FY2024) and a net loss of $18.6 million. Diluted EPS was -$1.15.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Clearwater Paper Corp (CLW) shares worth $93.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.6B
- +12.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $93.7M · −2 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 7.01 · Item 1.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $374.8M, down 4% YoY from $391.8M
- Adjusted EBITDA margin (2)% vs 10% YoY; continuing-operations loss $23.9M vs income $9.8M
- Paperboard strongest: shipments up 8% to 328,722 tons; pulp weakest, shipments down 25% to 29,313 tons
- Adjusted EBITDA $(8.2)M vs $39.9M; planned Lewiston outage and higher maintenance and freight costs
- Fourth-quarter Cypress Bend outage and reduced-scope Augusta outage; additional Augusta outage planned for first quarter 2027
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- No newly added risk factor or quarter-specific trigger identified
- No regulatory, legal, compliance, operational, competitive, market, or financial risk disclosures provided
- Stock repurchase authorization: $79.5 million remaining as of June 30, 2026
AI summary of the CLW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Risk disclosures tied to expanded revolving credit commitments and 2028 Notes redemption
- Execution risk around lender approvals, post-closing conditions, and lien perfection
Item EX-99.1: Item EX-99.1
- $275M term loan and $200M revolving facility replace existing debt, refinancing $275M senior notes due 2028
- New facilities mature September 18, 2031, materially extending Clearwater Paper’s debt maturity profile
Item 1.02: Termination of a Material Definitive Agreement
- Redemption of $275 million 4.750% Senior Notes due 2028 scheduled for October 3, 2026
- $1.7 million accrued interest payment through the redemption date
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026, announced July 28, 2026
- Detailed financial results and supplemental data furnished in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 sales fell to $375M from $392M as paperboard pricing dropped 9% to $1,077 per ton despite 8% volume growth
- Adjusted EBITDA swung to negative $8.2M from positive $39.9M, signaling severe margin pressure from pricing and the Lewiston outage
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Board-approved Restated Certificate adds officer exculpation in specific circumstances permitted under Delaware law
- Reduced potential personal liability for Clearwater Paper officers in covered fiduciary-duty claims
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved Clearwater Paper’s 2026 Stock Incentive Plan on May 7, 2026
- New reserve of 2,000,000 shares available for equity awards beginning May 7, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five director nominees elected through the 2027 annual meeting, with affirmative votes ranging from 11.26M to 11.38M
- KPMG ratified as independent auditor for 2026 by 13.44M votes, supporting audit continuity
AI summaries of CLW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CLW
Don't miss the next CLW filing
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- Fund moves. Which tracked funds opened, added or cut CLW, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HILLMAN JEANNE M | A | Oct 1, 2026 | 1,259.64 | $19.45 |
| Baker Sherri | F | Aug 15, 2026 | 4,634 | $21.42 |
| HILLMAN JEANNE M | A | Jul 1, 2026 | 1,549.652 | $15.81 |
| Rome Marc D. | F | Jul 1, 2026 | 226 | $15.68 |
| Kitch Arsen S. | A | May 18, 2026 | 9,154 | - |
| Passarello Mathew D | F | May 15, 2026 | 179 | $13.72 |
| LAYMON JOE W | A | May 8, 2026 | 8,391.608 | $14.30 |
| Corkrean John J | A | May 8, 2026 | 8,391.608 | $14.30 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.1B | $1.4B | $1.6B |
| Gross Profit | $35.9M | $14.7M | - |
| Operating Income | - | -$64.5M | -$42.1M |
| Net Income | - | $196.3M | -$18.6M |
| Gross Margin | 3.2% | 1.1% | - |
| Op. Margin | - | -4.7% | -2.7% |
| Net Margin | - | 14.2% | -1.2% |
| Balance Sheet | |||
| Total Assets | - | $1.7B | $1.6B |
| Equity | - | $854.6M | $825.3M |
| ROE | - | 23.0% | -2.3% |
| Per Share | |||
| EPS | $6.30 | $11.70 | $-1.15 |
| Cash Flow | |||
| Operating CF | - | $61.4M | $12.3M |
| CapEx | - | $116.6M | $88.8M |
Source: XBRL data in Clearwater Paper Corp (CLW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CLW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $93.7M |
| Q1 2026 | 26 | $87.0M |
| Q4 2025 | 23 | $107.6M |
| Q3 2025 | 23 | $124.9M |
| Q2 2025 | 24 | $170.5M |
| Q1 2025 | 19 | $111.1M |
| Q4 2024 | 15 | $141.2M |
| Q3 2024 | 17 | $111.0M |
- AQR Capital Management+242.5K (+136%)
- JPMorgan Chase & Co+155.1K (+52%)
- Two Sigma Investments+58.3K (+139%)
- BlackRock+41.3K (+3%)
- D.E. Shaw & Co+41.0K (+18%)
- Dimensional Fund Advisors−223.3K (-17%)
- Renaissance Technologies LLC−202.2K (-85%)
- Millennium Management−146.0K (-61%)
- Citadel Advisors LLC−83.9K (-77%)
- Vanguard Portfolio Management LLC−47.9K (-21%)
- Mangrove Partners−32.6K
- Fifth Third Bancorp−27.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 171 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CLW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
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CLW SEC filings: frequently asked questions
Which institutions hold CLW stock?
As of June 30, 2026, the largest Clearwater Paper Corp (CLW) holders among the 13F filers tracked by SignalX were BlackRock ($19.8 million), Dimensional Fund Advisors ($16.7 million), Vanguard Capital Management LLC ($10.9 million), JPMorgan Chase & Co ($7.3 million), AQR Capital Management ($6.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CLW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Clearwater Paper Corp (CLW) reported revenue of $1.6 billion (up 12.4% from FY2024) and a net loss of $18.6 million. Diluted EPS was -$1.15. The figures come from the XBRL data in the 10-K.
What did CLW report in its latest 8-K?
Clearwater Paper Corp (CLW) filed an 8-K on September 21, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.02 (Termination of a Material Definitive Agreement). Risk disclosures tied to expanded revolving credit commitments and 2028 Notes redemption.
What are the latest CLW SEC filings?
Clearwater Paper Corp (CLW) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 5, 2026.
What is CLW's SEC CIK number?
Clearwater Paper Corp (CLW)'s SEC Central Index Key (CIK) is 1441236. EDGAR lists every CLW filing under that number.
Ask anything about CLW
The research agent reads CLW's filings, financials, insider trades and 13F holders, then answers with sources.