Position in SW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,501,105
+$2,141,165 QoQ
Shares Held
62,763
+574.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 86.3932571738126.ToString("F0")%
Shared 0.023899431193537594.ToString("F0")%
None 13.582843394993866.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $82,136,528 across 14 Packaging & Containers names. SW ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
468,412 | $18,619,377 | |
| 2 | CCK |
Crown Holdings, Inc.
|
167,688 | $16,810,721 | |
| 3 | PKG |
Packaging Corp Of America
|
78,995 | $16,764,318 | |
| 4 | AVY |
Avery Dennison Corp
|
64,902 | $11,207,277 | |
| 5 | REYN |
Reynolds Consumer Products Inc.
|
213,386 | $4,519,515 | |
| 6 | BALL |
BALL Corp
|
71,929 | $4,251,723 | |
| 7 | GEF |
Greif, Inc
|
44,711 | $2,998,766 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
62,763 | $2,501,105 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,501,105 | 62,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $359,940 | 9,308 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $295,435 | 6,940 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,412 | 6,823 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $812,612 | 18,034 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,049,515 | 19,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,695,699 | 34,312 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||