Rokos Capital Management LLP

Position in SW — Smurfit Westrock plc

CIK 1666335 LONDON, X0

Position in SW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,228,862

+$2,243,862 QoQ

Shares Held

134,649

+34.6% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#179

of 635 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Jun 30, 2026

Rokos Capital Management LLP holds $23,806,871 across 3 Packaging & Containers names. SW ranks #3 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMCR	Amcor plc	208,996	$9,059,976
2	PKG	Packaging Corp Of America	35,748	$8,518,033
3	SW	Smurfit Westrock plc This page	134,649	$6,228,862

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,228,862	134,649	+34.6%	Shares	Other	2026-08-14
2026-03-31	$3,985,000	100,000	—	Shares	Other	2026-05-15
No filing history on record for this holder in this stock.