13F Portfolios

LOEWS CORP: AMCOR PLC (AMCR): Quarterly 13F Position History

As of Q1 2026, LOEWS CORP reported 641,000 shares of AMCOR PLC (AMCR), worth $25.5M and representing 0.2% of its 13F equity book. Quarter-over-quarter share count change: 2,509,000 (-79.7%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 641,000 2,509,000 -79.7% $25.5M 0.2% $39.8
Q4 2025 3,150,000 +150,000 +5.0% $26.3M 0.2% $8.3
Q3 2025 3,000,000 +328,750 +12.3% $24.5M 0.2% $8.2
Q2 2025 2,671,250 $24.5M 0.2% $9.2

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did LOEWS CORP first disclose a AMCR position in 13F-HR filings?

LOEWS CORP first reported AMCOR PLC (AMCR) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was LOEWS CORP's most recent quarter-over-quarter share-count change in AMCR?

Between Q4 2025 and Q1 2026, LOEWS CORP reduced its AMCR position by 2,509,000 shares (-79.7%), leaving 641,000 shares at a market value of $25.5M.

Does the implied price-per-share represent LOEWS CORP's cost basis in AMCR?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.