Skip to main content

Incentive AS

SEC CIK
0001665221
Latest filing
Feb 12, 2026

The latest 13F from Incentive AS covers Q4 2025 (filed Feb 12, 2026): 1 long positions worth $71.3M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Smurfit Westrock plc (SW) at 100.0%. Livermore has 9 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
1
Est. −$6.92M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. SWSmurfit Westrock plc
    100.0%$71.3MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SWSmurfit Westrock plc
    −$6.92MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$71.3M
−$14.8M (−17.2%) vs. prior quarter
Positions
1
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q4 2025, one quarter
Average holding period
6.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $201.6M (Q4 2024)

Q4 2023: $108.0MQ1 2024: $108.7MQ2 2024: $93.8MQ3 2024: $163.9MQ4 2024: $201.6MQ1 2025: $163.0MQ2 2025: $100.2MQ3 2025: $86.1MQ4 2025: $71.3M
Q4 2023Q4 2025
13F filings of Incentive AS by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 12, 20261$71.3MSWvs. Q3 2025SEC
Q3 2025Oct 31, 20251$86.1MSWvs. Q2 2025SEC
Q2 2025Jul 31, 20251$100.2MSWvs. Q1 2025SEC
Q1 2025May 14, 20252$163.0MSWNEvs. Q4 2024SEC
Q4 2024Feb 11, 20252$201.6MSWNEvs. Q3 2024SEC
Q3 2024Nov 13, 20242$163.9MNESWvs. Q2 2024SEC
Q2 2024Aug 7, 20241$93.8MNEvs. Q1 2024SEC
Q1 2024May 10, 20241$108.7MNEvs. Q4 2023SEC
Q4 2023Jan 30, 20241$108.0MNE–SEC