CA
SW

Cliff Asness’s Smurfit Westrock SW Stock Holding History

Cliff Asness’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 		$127M Sell
2,802,631
-2,240,583
-44% -$92.5M 0.04% 540
2026
Q1 		$198M Sell
5,043,214
-680,886
-12% -$29.4M 0.09% 306
2025
Q4 		$221M Buy
5,724,100
+5,654,571
+8,133% +$216M 0.12% 234
2025
Q3 		$2.96M Buy
69,529
+23,346
+51% +$1.06M ﹤0.01% 1750
2025
Q2 		$1.99M Buy
46,183
+32,758
+244% +$1.4M ﹤0.01% 1772
2025
Q1 		$593K Buy
13,425
+6,378
+91% +$323K ﹤0.01% 2323
2024
Q4 		$381K Buy
7,047
+170
+2% +$8.66K ﹤0.01% 2387
2024
Q3 		$340K Buy
+6,877
New +$313K ﹤0.01% 2337

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 $3.37T AUM 44.26% 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

Cliff Asness's SW Position: Q2 2026 in Review

Cliff Asness reduced its Smurfit Westrock (SW) stake by 44% in Q2 2026, selling an estimated $92.5M and leaving 2,802,631 shares worth $127M. The position accounts for 0.04% of the portfolio, ranked #540.

Cliff Asness first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $221M in Q4 2025. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cliff Asness held 2,802,631 shares of Smurfit Westrock worth $127M as of Q2 2026.
  • Cliff Asness sold 2,240,583 Smurfit Westrock shares in Q2 2026, an estimated $92.5M.
  • Smurfit Westrock made up 0.04% of Cliff Asness's portfolio in Q2 2026, its #540 holding.
  • Cliff Asness first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Cliff Asness's Smurfit Westrock position peaked at $221M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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