Position in SW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,708,428
+$377,797 QoQ
Shares Held
36,931
+10.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#265
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, 2026Atria Investments, Inc holds $15,244,142 across 10 Packaging & Containers names. SW ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
77,228 | $3,347,833 | |
| 2 | SON |
Sonoco Products Co
|
57,928 | $3,264,242 | |
| 3 | PKG |
Packaging Corp Of America
|
8,731 | $2,080,422 | |
| 4 | AVY |
Avery Dennison Corp
|
11,743 | $1,906,476 | |
| 5 | SW |
Smurfit Westrock plc
This page
|
36,931 | $1,708,428 | |
| 6 | BALL |
BALL Corp
|
20,003 | $1,248,187 | |
| 7 | TRS |
Trimas Corp
|
21,797 | $981,518 | |
| 8 | CCK |
Crown Holdings, Inc.
|
2,966 | $331,658 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,708,428 | 36,931 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,330,631 | 33,391 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $735,310 | 19,015 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,029,725 | 24,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,220,368 | 28,282 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,987,010 | 44,097 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,834,579 | 34,062 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $362,495 | 7,335 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||