Position in SW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,710,139
+$818,536 QoQ
Shares Held
36,968
+65.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $48,063,917 across 16 Packaging & Containers names. SW ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCK |
Crown Holdings, Inc.
|
116,602 | $13,038,435 | |
| 2 | BALL |
BALL Corp
|
111,393 | $6,950,923 | |
| 3 | PKG |
Packaging Corp Of America
|
25,674 | $6,117,600 | |
| 4 | IP |
International Paper Co /New/
|
156,448 | $5,960,668 | |
| 5 | GPK |
Graphic Packaging Holding Co
|
408,726 | $4,320,233 | |
| 6 | AVY |
Avery Dennison Corp
|
13,558 | $2,201,141 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
65,759 | $1,765,629 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
36,968 | $1,710,139 |
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,139 | 36,968 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $891,603 | 22,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $856,463 | 22,148 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $827,262 | 19,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,092,558 | 25,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,246,044 | 27,653 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $756,948 | 14,054 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,341,385 | 67,612 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||