Position in SW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,261,420
+$478,013 QoQ
Shares Held
48,885
+9.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#249
of 635 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, 2026Diversified Trust Co holds $2,909,111 across 2 Packaging & Containers names. SW ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
48,885 | $2,261,420 | |
| 2 | MYE |
Myers Industries Inc
|
18,343 | $647,691 |
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,261,420 | 48,885 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,783,407 | 44,753 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,286,634 | 59,132 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,071,316 | 25,166 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,042,504 | 24,160 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $352,369 | 7,820 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $505,422 | 9,384 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $670,184 | 13,561 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||