CC
SW

Covalis Capital’s Smurfit Westrock SW Stock Holding History

Covalis Capital’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 		$8.11M Buy
203,407
+118,265
+139% +$5.1M 0.5% 58
2025
Q4 		$3.29M Sell
85,142
-8,793
-9% -$335K 0.23% 59
2025
Q3 		$4M Buy
+93,935
New +$4.25M 0.47% 39
2025
Q2 		– Sell
-194,593
Closed -$8.77M – 87
2025
Q1 		$8.77M Buy
+194,593
New +$9.87M 1.66% 22

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

Covalis Capital's SW Position: Q1 2026 in Review

Covalis Capital increased its Smurfit Westrock (SW) stake by 139% in Q1 2026, buying an estimated $5.1M and bringing the position to 203,407 shares worth $8.11M. The position accounts for 0.5% of the portfolio, ranked #58.

Covalis Capital first reported a position in SW in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.77M in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Covalis Capital held 203,407 shares of Smurfit Westrock worth $8.11M as of Q1 2026.
  • Covalis Capital bought 118,265 Smurfit Westrock shares in Q1 2026, an estimated $5.1M.
  • Smurfit Westrock made up 0.5% of Covalis Capital's portfolio in Q1 2026, its #58 holding.
  • Covalis Capital first reported a position in Smurfit Westrock in Q1 2025 and has held it in 4 quarters since.
  • Covalis Capital's Smurfit Westrock position peaked at $8.77M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.