Adams Natural Resources Fund’s Smurfit Westrock SW Stock Holding History

Adams Natural Resources Fund’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91M	Hold	41,300	–	–	0.25%	38
2026 Q1	$1.65M	Hold	41,300	–	–	0.19%	44
2025 Q4	$1.6M	Hold	41,300	–	–	0.24%	43
2025 Q3	$1.76M	Hold	41,300	–	–	0.27%	42
2025 Q2	$1.78M	Sell	41,300 -42,000	-50%	-$1.8M	0.28%	42
2025 Q1	$16.7M	Buy	83,300 +42,000	+102%	+$2.13M	2.46%	11
2024 Q4	$2.22M	Hold	41,300	–	–	0.35%	41
2024 Q3	$2.04M	Buy	+41,300	New	+$1.88M	0.3%	41

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Adams Natural Resources Fund's SW Position: Q2 2026 in Review

Adams Natural Resources Fund held its Smurfit Westrock (SW) position steady in Q2 2026 at 41,300 shares worth $1.91M. The position accounts for 0.25% of the portfolio, ranked #38.

Adams Natural Resources Fund first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.7M in Q1 2025. 198 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Adams Natural Resources Fund held 41,300 shares of Smurfit Westrock worth $1.91M as of Q2 2026.
Adams Natural Resources Fund left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up 0.25% of Adams Natural Resources Fund's portfolio in Q2 2026, its #38 holding.
Adams Natural Resources Fund first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Adams Natural Resources Fund's Smurfit Westrock position peaked at $16.7M in Q1 2025.
198 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Adams Natural Resources Fund's 13F filing for Q2 2026, filed 22 Jul 2026.