Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” Q3 2025 investor letter, returning 2.03% compared to Russell 3000’s 8.18% and Russell 2000’s 12.39%. The letter details top five holdings and performance. Clearwater Paper Corporation (NYSE:CLW) was highlighted as a stock with -2.03% one-month return and $17.84 closing share price on Dec 1, 2025.

In the investor letter, Longleaf Partners Small-Cap Fund discussed Clearwater Paper Corporation (NYSE:CLW), noting a 33.78% share value decrease over 52 weeks. Clearwater Paper Corporation (NYSE:CLW) faced challenges in the SBS paperboard market, with management signaling lower demand amid economic uncertainty. The company is evaluating strategic investments to balance the oversupplied market.

Clearwater Paper Corporation (NYSE:CLW) saw 20 hedge fund portfolios holding its shares in Q3. While recognized as an investment opportunity, AI stocks are considered to offer greater upside potential with less downside risk. Investors seeking undervalued AI stocks benefiting from tariffs and onshoring trends can find recommendations in a free report.

Read more at Yahoo Finance: Market Concerns Led to Clearwater Paper (CLW) Sell-Off Amid Weak Demand Outlook for SBS Paperboard