Position in SW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$193,197,978
+$11,927,716 QoQ
Shares Held
4,848,130
+3.4% QoQ
Ownership
0.924%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 75.226963798413.ToString("F0")%
Shared 20.006043567313583.ToString("F0")%
None 4.7669926342734215.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,596,769,677 across 19 Packaging & Containers names. SW ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
5,999,409 | $354,625,064 | |
| 2 | PKG |
Packaging Corp Of America
|
1,296,667 | $275,178,668 | |
| 3 | SON |
Sonoco Products Co
|
3,931,180 | $212,637,523 | |
| 4 | AMCR |
Amcor plc
|
5,291,963 | $210,355,527 | |
| 5 | CCK |
Crown Holdings, Inc.
|
1,977,123 | $198,206,579 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
4,848,130 | $193,197,978 | |
| 7 | SLGN |
Silgan Holdings Inc
|
4,893,768 | $189,878,196 | |
| 8 | AVY |
Avery Dennison Corp
|
879,056 | $151,795,388 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,197,978 | 4,848,130 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $181,270,262 | 4,687,620 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $187,920,154 | 4,414,380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $178,300,155 | 4,132,101 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $186,502,571 | 4,138,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $191,276,086 | 3,551,357 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $132,278,014 | 2,676,609 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||