Flossbach Von Storch’s Smurfit Westrock SW Stock Holding History

Flossbach Von Storch’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 Q4	–	Sell	-206,260	Closed	-$8.64M	–	120
2025 Q3	$8.64M	Sell	206,260 -21,175	-9%	-$958K	0.03%	79
2025 Q2	$9.81M	Sell	227,435 -187,097	-45%	-$8M	0.04%	77
2025 Q1	$18.5M	Sell	414,532 -41,677	-9%	-$2.11M	0.08%	70
2024 Q4	$24.6M	Sell	456,209 -36,477	-7%	-$1.86M	0.1%	63
2024 Q3	$24.6M	Buy	+492,686	New	+$22.4M	0.1%	68

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Flossbach Von Storch's SW Position: Q4 2025 in Review

Flossbach Von Storch sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 206,260 shares — an estimated $8.64M sold.

Flossbach Von Storch first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $24.6M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Flossbach Von Storch reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Flossbach Von Storch sold 206,260 Smurfit Westrock shares in Q4 2025, an estimated $8.64M.
Flossbach Von Storch first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
Flossbach Von Storch's Smurfit Westrock position peaked at $24.6M in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Flossbach Von Storch's 13F filing for Q4 2025, filed 30 Jan 2026.