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SON · Sonoco Products $48.88 +0.06 (+0.12%) 2026-SEP-18 12:45 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JAN-27 · Pieter Slegers · Compounding Quality (Substack, free post) · Positiveinsight · read ↗ · source page ↗$48.62

In short: #16, yield 4.9%. Consumer, industrial and healthcare packaging, "recently pivoted aggressively toward metal packaging through major acquisitions" — Ball Metalpack and Eviosys, which "have turned Sonoco into a global leader in metal food cans - a highly stable, competitively advantaged industry." Inflation pass-through via "long-term contracts with price escalators." And the durability marker: "Sonoco has been paying dividends continuously for almost 100 years."

SOD $48.62

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