Position in SW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$25,328,261
+$6,229,999 QoQ
Shares Held
635,590
+28.7% QoQ
Ownership
0.121%
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $338,557,307 across 15 Packaging & Containers names. SW ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
563,997 | $97,391,001 | |
| 2 | AMCR |
Amcor plc
|
1,852,494 | $73,636,636 | |
| 3 | PKG |
Packaging Corp Of America
|
213,955 | $45,405,530 | |
| 4 | BALL |
BALL Corp
|
625,319 | $36,962,606 | |
| 5 | SW |
Smurfit Westrock plc
This page
|
635,590 | $25,328,261 | |
| 6 | IP |
International Paper Co /New/
|
374,930 | $13,385,001 | |
| 7 | GPK |
Graphic Packaging Holding Co
|
1,287,620 | $12,798,942 | |
| 8 | GEF |
Greif, Inc
|
146,484 | $9,824,681 |
All Filings in SW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,328,261 | 635,590 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,098,262 | 493,878 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,265,753 | 405,585 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,583,150 | 407,489 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $23,372,126 | 518,689 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $37,274,028 | 692,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,241,125 | 450,043 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||