Synergy Investment Management, LLC

Position in SW — Smurfit Westrock plc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in SW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,927

New position

Shares Held

193

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#538

of 635 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Synergy Investment Management, LLC holds $20,704 across 4 Packaging & Containers names. SW ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SW	Smurfit Westrock plc This page	193	$8,927
2	IP	International Paper Co /New/	160	$6,096
3	AVY	Avery Dennison Corp	30	$4,870
4	BALL	BALL Corp	13	$811

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,927	193	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.