Concurrent Investment Advisors, LLC
Position in IP — International Paper Co /New/
CIK 2001015
Tampa, FL
Position in IP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,680,692
+$7,461,423 QoQ
Shares Held
201,593
+3182.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#131
of 850 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $20,332,203 across 9 Packaging & Containers names. IP ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
This page
|
201,593 | $7,680,692 | |
| 2 | SW |
Smurfit Westrock plc
|
140,975 | $6,521,503 | |
| 3 | AMCR |
Amcor plc
|
64,241 | $2,784,846 | |
| 4 | PKG |
Packaging Corp Of America
|
4,855 | $1,156,848 | |
| 5 | AVY |
Avery Dennison Corp
|
5,894 | $956,890 | |
| 6 | BALL |
BALL Corp
|
7,230 | $451,151 | |
| 7 | CCK |
Crown Holdings, Inc.
|
2,863 | $320,140 | |
| 8 | REYN |
Reynolds Consumer Products Inc.
|
9,587 | $257,410 |
All Filings in IP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,680,692 | 201,593 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $219,269 | 6,142 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $1,945,459 | 41,928 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $767,543 | 16,390 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||