CCM
SW

Canal Capital Management’s Smurfit Westrock SW Stock Holding History

Canal Capital 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
2025
Q3 		– Sell
-5,721
Closed -$247K – 199
2025
Q2 		$247K Sell
5,721
-14,500
-72% -$620K 0.04% 168
2025
Q1 		$911K Buy
+20,221
New +$1.03M 0.15% 80
2024
Q4 		– Sell
-28,582
Closed -$1.41M – 183
2024
Q3 		$1.41M Buy
+28,582
New +$1.3M 0.23% 70

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canal Capital Management's SW Position: Q3 2025 in Review

Canal Capital Management sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 5,721 shares — an estimated $247K sold.

Canal Capital Management first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $1.41M in Q3 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Canal Capital Management reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Canal Capital Management sold 5,721 Smurfit Westrock shares in Q3 2025, an estimated $247K.
  • Canal Capital Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Canal Capital Management's Smurfit Westrock position peaked at $1.41M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Canal Capital Management's 13F filing for Q3 2025, filed 6 Jan 2026.