Position in SW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$15,086,968
+$7,109,890 QoQ
Shares Held
378,594
+83.5% QoQ
Ownership
0.072%
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 98.4806943586005.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5193056413994939.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $342,603,935 across 21 Packaging & Containers names. SW ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
492,043 | $104,421,363 | |
| 2 | AMCR |
Amcor plc
|
2,010,658 | $79,923,653 | |
| 3 | BALL |
BALL Corp
|
541,420 | $32,003,334 | |
| 4 | AVY |
Avery Dennison Corp
|
184,905 | $31,929,394 | |
| 5 | IP |
International Paper Co /New/
|
819,923 | $29,271,249 | |
| 6 | SON |
Sonoco Products Co
|
380,742 | $20,594,331 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
378,594 | $15,086,968 | |
| 8 | CCK |
Crown Holdings, Inc.
|
142,330 | $14,268,580 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,086,968 | 378,594 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,977,078 | 206,286 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,280,568 | 241,498 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,761,087 | 179,863 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,355,704 | 252,013 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,355,339 | 247,964 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,145,507 | 245,761 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||