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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's SW Position: Q1 2026 in Review

Balyasny Asset Management increased its Smurfit Westrock (SW) stake by 20% in Q1 2026, buying an estimated $68.1K and bringing the position to 9,393 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Balyasny Asset Management first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $16.6M in Q3 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Balyasny Asset Management held 9,393 shares of Smurfit Westrock worth $374K as of Q1 2026.
  • Balyasny Asset Management bought 1,578 Smurfit Westrock shares in Q1 2026, an estimated $68.1K.
  • Smurfit Westrock made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2478 holding.
  • Balyasny Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Balyasny Asset Management's Smurfit Westrock position peaked at $16.6M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.