Position in SW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$28,081,098
+$1,895,979 QoQ
Shares Held
704,670
+4.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $374,710,303 across 17 Packaging & Containers names. SW ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
480,396 | $101,949,638 | |
| 2 | AVY |
Avery Dennison Corp
|
363,250 | $62,726,009 | |
| 3 | SEE |
SEALED AIR CORP/DE
|
748,061 | $31,455,964 | |
| 4 | SW |
Smurfit Westrock plc
This page
|
704,670 | $28,081,098 | |
| 5 | IP |
International Paper Co /New/
|
711,474 | $25,399,621 | |
| 6 | CCK |
Crown Holdings, Inc.
|
250,252 | $25,087,762 | |
| 7 | AMCR |
Amcor plc
|
622,490 | $24,743,977 | |
| 8 | BALL |
BALL Corp
|
401,616 | $23,739,521 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,081,098 | 704,670 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $26,185,119 | 677,143 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $26,821,057 | 630,046 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $24,152,823 | 559,741 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $26,577,513 | 589,825 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $31,641,134 | 587,470 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $29,716,146 | 601,298 | Shares | Defined | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||