Position in SW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$64,764
+$61,312 QoQ
Shares Held
1,400
+1650.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#488
of 635 holders
Holding Since
Dec 2024
4 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, 2026Cape Investment Advisory, Inc. holds $297,055 across 6 Packaging & Containers names. SW ranks #3 (21.8% of the industry book) .
All Filings in SW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,764 | 1,400 | Shares | Sole | 2026-07-23 | |
| 2025-06-30 | $3,452 | 80 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $9,102 | 202 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $107 | 2 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||