Position in SW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,139,305
+$1,206,198 QoQ
Shares Held
154,330
+3.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#4
of 40 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026KWMG, LLC holds $13,134,568 across 2 Packaging & Containers names. SW ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
154,330 | $7,139,305 | |
| 2 | IP |
International Paper Co /New/
|
157,356 | $5,995,263 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,139,305 | 154,330 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,933,107 | 148,886 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,548,100 | 143,473 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,863,506 | 137,738 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,759,403 | 133,474 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,870,146 | 130,274 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,970,022 | 129,410 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,492,601 | 131,376 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||