Position in SW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$284,545
+$121,320 QoQ
Shares Held
6,151
+50.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#425
of 635 holders
Holding Since
Mar 2025
6 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, 2026CX Institutional holds $1,165,863 across 8 Packaging & Containers names. SW ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
6,151 | $284,545 | |
| 2 | BALL |
BALL Corp
|
4,280 | $267,072 | |
| 3 | IP |
International Paper Co /New/
|
5,987 | $228,104 | |
| 4 | PKG |
Packaging Corp Of America
|
816 | $194,436 | |
| 5 | AVY |
Avery Dennison Corp
|
552 | $89,617 | |
| 6 | SLGN |
Silgan Holdings Inc
|
1,257 | $58,312 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
1,518 | $40,758 | |
| 8 | CCK |
Crown Holdings, Inc.
|
27 | $3,019 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,545 | 6,151 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $163,225 | 4,096 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $150,387 | 3,889 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $121,707 | 2,859 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $116,893 | 2,709 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,308 | 140 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||