Connor, Clark & Lunn Investment Management (CC&L)’s Smurfit Westrock SW Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$2.5M	Buy	54,126 +22,842	+73%	+$943K	﹤0.01%	942
2026 Q1	$1.25M	Hold	31,284	–	–	﹤0.01%	1103
2025 Q4	$1.21M	Buy	31,284 +8,558	+38%	+$326K	﹤0.01%	1076
2025 Q3	$967K	Buy	22,726 +7,538	+50%	+$341K	﹤0.01%	1073
2025 Q2	$655K	Buy	15,188 +10,700	+238%	+$458K	﹤0.01%	1178
2025 Q1	$202K	Buy	+4,488	New	+$228K	﹤0.01%	1330

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SW Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Smurfit Westrock (SW) stake by 73% in Q2 2026, buying an estimated $943K and bringing the position to 54,126 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 54,126 shares of Smurfit Westrock worth $2.5M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 22,842 Smurfit Westrock shares in Q2 2026, an estimated $943K.
Smurfit Westrock made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #942 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.