Position in SW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,521,503
+$920,228 QoQ
Shares Held
140,975
+0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#174
of 635 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $20,332,203 across 9 Packaging & Containers names. SW ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
201,593 | $7,680,692 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
140,975 | $6,521,503 | |
| 3 | AMCR |
Amcor plc
|
64,241 | $2,784,846 | |
| 4 | PKG |
Packaging Corp Of America
|
4,855 | $1,156,848 | |
| 5 | AVY |
Avery Dennison Corp
|
5,894 | $956,890 | |
| 6 | BALL |
BALL Corp
|
7,230 | $451,151 | |
| 7 | CCK |
Crown Holdings, Inc.
|
2,863 | $320,140 | |
| 8 | REYN |
Reynolds Consumer Products Inc.
|
9,587 | $257,410 |
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,521,503 | 140,975 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,601,275 | 140,559 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,489,554 | 141,959 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,712,510 | 134,191 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,813,168 | 134,720 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||