DCM
SW

Davis Capital Management’s Smurfit Westrock SW Stock Holding History

Davis 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
2026
Q2 		$971 Buy
21
+13
+163% +$537 ﹤0.01% 492
2026
Q1 		$319 Buy
+8
New +$345 ﹤0.01% 484
2025
Q4 		– Sell
-5
Closed -$213 – 662
2025
Q3 		$213 Buy
+5
New +$226 ﹤0.01% 566

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

Davis Capital Management's SW Position: Q2 2026 in Review

Davis Capital Management increased its Smurfit Westrock (SW) stake by 163% in Q2 2026, buying an estimated $537 and bringing the position to 21 shares worth $971. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Davis Capital Management first reported a position in SW in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Davis Capital Management held 21 shares of Smurfit Westrock worth $971 as of Q2 2026.
  • Davis Capital Management bought 13 Smurfit Westrock shares in Q2 2026, an estimated $537.
  • Smurfit Westrock made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #492 holding.
  • Davis Capital Management first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.