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Horizon Investments, LLC

Position in SW — Smurfit Westrock plc

CIK 1560717 Charlotte, NC

Position in SW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,478,932
-$8,042,069 QoQ
Shares Held
31,970
-86.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#281
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SW Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Jun 30, 2026

Horizon Investments, LLC holds $9,229,864 across 9 Packaging & Containers names. SW ranks #3 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SW
Smurfit Westrock plc
This page
31,970 $1,478,932

All Filings in SW

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,478,932 31,970
2026-03-31 $9,521,001 238,921
2025-12-31 $8,021,279 207,429
2025-09-30 $772,773 18,153
2025-06-30 $776,009 17,984
2025-03-31 $321,412 7,133
2024-12-31 $363,608 6,751
2024-09-30 $330,817 6,694