EGM
SW

Engineers Gate Manager’s Smurfit Westrock SW Stock Holding History

Engineers Gate Manager’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 		$36.4M Buy
786,518
+761,035
+2,986% +$31.4M 0.47% 31
2026
Q1 		$1.02M Sell
25,483
-140,603
-85% -$6.06M 0.01% 1041
2025
Q4 		$6.42M Buy
+166,086
New +$6.33M 0.08% 276
2025
Q3 		– Sell
-57,771
Closed -$2.49M – 2608
2025
Q2 		$2.49M Buy
57,771
+3,029
+6% +$130K 0.03% 641
2025
Q1 		$2.47M Buy
+54,742
New +$2.78M 0.04% 616

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

Engineers Gate Manager's SW Position: Q2 2026 in Review

Engineers Gate Manager increased its Smurfit Westrock (SW) stake by 2,986% in Q2 2026, buying an estimated $31.4M and bringing the position to 786,518 shares worth $36.4M. The position accounts for 0.47% of the portfolio, ranked #31.

Engineers Gate Manager first reported a position in SW in Q1 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Engineers Gate Manager held 786,518 shares of Smurfit Westrock worth $36.4M as of Q2 2026.
  • Engineers Gate Manager bought 761,035 Smurfit Westrock shares in Q2 2026, an estimated $31.4M.
  • Smurfit Westrock made up 0.47% of Engineers Gate Manager's portfolio in Q2 2026, its #31 holding.
  • Engineers Gate Manager first reported a position in Smurfit Westrock in Q1 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.