Position in SW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$44,224
+$40,917 QoQ
Shares Held
956
+1051.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#496
of 635 holders
Holding Since
Dec 2024
6 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, 2026Bruce G. Allen Investments, LLC holds $136,073 across 8 Packaging & Containers names. SW ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
956 | $44,224 | |
| 2 | PKG |
Packaging Corp Of America
|
152 | $36,218 | |
| 3 | SON |
Sonoco Products Co
|
526 | $29,640 | |
| 4 | IP |
International Paper Co /New/
|
299 | $11,391 | |
| 5 | BALL |
BALL Corp
|
136 | $8,486 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
234 | $2,473 | |
| 7 | CCK |
Crown Holdings, Inc.
|
19 | $2,124 | |
| 8 | AMCR |
Amcor plc
|
35 | $1,517 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,224 | 956 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,307 | 83 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $8,258 | 194 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,371 | 194 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,939 | 154 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,748 | 181 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||