CAS
SW

CTC Alternative Strategies’s Smurfit Westrock SW Stock Holding History

CTC Alternative Strategies’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
-7,900
Closed -$341K – 191
2025
Q2 		$341K Buy
+7,900
New +$338K 0.3% 103

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CTC Alternative Strategies's SW Position: Q3 2025 in Review

CTC Alternative Strategies sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 7,900 shares — an estimated $341K sold.

CTC Alternative Strategies first reported a position in SW in Q2 2025 and held it in 1 quarter. The position peaked at $341K in Q2 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • CTC Alternative Strategies reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • CTC Alternative Strategies sold 7,900 Smurfit Westrock shares in Q3 2025, an estimated $341K.
  • CTC Alternative Strategies first reported a position in Smurfit Westrock in Q2 2025 and held it in 1 quarter.
  • CTC Alternative Strategies's Smurfit Westrock position peaked at $341K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on CTC Alternative Strategies's 13F filing for Q3 2025, filed 15 Dec 2025.