Position in SW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,612,381
+$8,473,556 QoQ
Shares Held
216,120
+5920.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99.4937997408847.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5062002591153063.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $121,029,985 across 18 Packaging & Containers names. SW ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
493,965 | $29,198,270 | |
| 2 | CCK |
Crown Holdings, Inc.
|
275,387 | $27,607,546 | |
| 3 | SON |
Sonoco Products Co
|
354,234 | $19,160,516 | |
| 4 | PKG |
Packaging Corp Of America
|
72,245 | $15,331,833 | |
| 5 | IP |
International Paper Co /New/
|
371,410 | $13,259,336 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
216,120 | $8,612,381 | |
| 7 | AVY |
Avery Dennison Corp
|
21,720 | $3,750,608 | |
| 8 | AMCR |
Amcor plc
|
69,624 | $2,767,554 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,612,381 | 216,120 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,825 | 3,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $140,139 | 3,292 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $305,804 | 7,087 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $422,212 | 9,370 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $423,823 | 7,869 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $217,250 | 4,396 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||