Smurfit WestRock

买入一揽子包装行业的$Amcor(AMCR)$ 、$Smurfit WestRock(SW)$ 和$Sonoco Products(SON)$ 。

回复@Elder_Wu: @安静的潜伏 包装行业没有什么特别之处，一直都不是性感的行业，基本上无人问津。但是这几家公司在各自的细分领域有一定的竞争优势，尤其是最近两年$Smurfit WestRock(SW)$ 和$Amcor(AMCR)$ 都进行了行业强强联合的并购，在行业中的竞争力有望进一步得到提高。我买入这个行业，主要...

回复@肖恩她爹: 肖兄好久不见
三家公司我研究了一下，跟了两家（AMCR和SON），建了底仓并卖了一些put。
瓦楞纸我还是感觉看不太清楚，相对来说，软硬包和金属包装似乎竞争态势更健康一点。//@肖恩她爹:回复@肖恩她爹:买入一揽子包装行业的$Amcor(AMCR)$ 、$Smurfit WestRock(SW)$ 和...

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091930  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091922  Size: 19 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091919  Size: 17 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091932  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0001104659-25-071932  Act: 34  Size: 4 MB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091935  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091934  Size: 26 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091926  Size: 18 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091929  Size: 20 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091927  Size: 18 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091923  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091924  Size: 18 KB 网页链接

$Smurfit WestRock(SW)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0001422848-25-000161  Act: 34  Size: 7 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091933  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091937  Size: 19 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091921  Size: 20 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091920  Size: 17 KB 网页链接