Position in SW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$35,726,227
+$4,875,872 QoQ
Shares Held
772,292
-0.2% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#77
of 639 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $35,726,227 across 1 Packaging & Containers name. SW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
772,292 | $35,726,227 |
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,726,227 | 772,292 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $30,850,355 | 774,162 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $29,997,479 | 775,730 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $40,279,095 | 946,185 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $40,994,139 | 950,038 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $44,174,120 | 980,340 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $52,900,753 | 982,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,538,262 | 1,002,393 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||