Covalis Capital LLP

Position in SW — Smurfit Westrock plc

CIK 1698819 LONDON, X0

Position in SW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,105,768

+$4,813,327 QoQ

Shares Held

203,407

+138.9% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Covalis Capital LLP holds $26,075,383 across 4 Packaging & Containers names. SW ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OI	O-I Glass, Inc. /DE/	1,039,633	$10,926,542
2	SW	Smurfit Westrock plc This page	203,407	$8,105,768
3	PKG	Packaging Corp Of America	22,448	$4,763,914
4	IP	International Paper Co /New/	63,842	$2,279,159

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,105,768	203,407	+138.9%	Shares	Sole	2026-05-15
2025-12-31	$3,292,441	85,142	-9.4%	Shares	Sole	2026-02-17
2025-09-30	$3,998,812	93,935	-51.7%	Shares	Sole	2025-11-14
2025-03-31	$8,768,360	194,593	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.