Balyasny Asset Management
SW

Balyasny Asset Management’s Smurfit Westrock SW Stock Holding History

Balyasny Asset Management’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 		$3.29M Buy
71,184
+61,791
+658% +$2.55M ﹤0.01% 1576
2026
Q1 		$374K Buy
9,393
+1,578
+20% +$68.1K ﹤0.01% 2478
2025
Q4 		$302K Buy
+7,815
New +$298K ﹤0.01% 2722
2024
Q4 		– Sell
-336,141
Closed -$16.6M – 3359
2024
Q3 		$16.6M Buy
+336,141
New +$15.3M 0.03% 720

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Balyasny Asset Management's SW Position: Q2 2026 in Review

Balyasny Asset Management increased its Smurfit Westrock (SW) stake by 658% in Q2 2026, buying an estimated $2.55M and bringing the position to 71,184 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Balyasny Asset Management first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $16.6M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Balyasny Asset Management held 71,184 shares of Smurfit Westrock worth $3.29M as of Q2 2026.
  • Balyasny Asset Management bought 61,791 Smurfit Westrock shares in Q2 2026, an estimated $2.55M.
  • Smurfit Westrock made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1576 holding.
  • Balyasny Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • Balyasny Asset Management's Smurfit Westrock position peaked at $16.6M in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.