FG
SW

Foresight Group’s Smurfit Westrock SW Stock Holding History

Foresight Group’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 		$12.4M Buy
+270,883
New +$11.2M 2.24% 20
2026
Q1 		– Sell
-507,408
Closed -$19.7M – 65
2025
Q4 		$19.7M Buy
507,408
+4,839
+1% +$184K 2.96% 14
2025
Q3 		$21.4M Sell
502,569
-68,199
-12% -$3.09M 3.19% 14
2025
Q2 		$24.6M Sell
570,768
-6,862
-1% -$294K 3.49% 11
2025
Q1 		$26M Buy
+577,630
New +$29.3M 3.67% 11

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Foresight Group's SW Position: Q2 2026 in Review

Foresight Group opened a new position in Smurfit Westrock (SW) in Q2 2026: 270,883 shares worth $12.4M. The stake represents 2.24% of the portfolio and ranks #20 among its holdings. This is a return to the name: Foresight Group previously reported a position in SW as recently as Q4 2025.

Foresight Group first reported a position in SW in Q1 2025 and has held it in 5 quarters since. The position peaked at $26M in Q1 2025. 226 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Foresight Group held 270,883 shares of Smurfit Westrock worth $12.4M as of Q2 2026.
  • Smurfit Westrock was a new Foresight Group position in Q2 2026.
  • Smurfit Westrock made up 2.24% of Foresight Group's portfolio in Q2 2026, its #20 holding.
  • Foresight Group first reported a position in Smurfit Westrock in Q1 2025 and has held it in 5 quarters since.
  • Foresight Group's Smurfit Westrock position peaked at $26M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Foresight Group's 13F filing for Q2 2026, filed 27 Jul 2026.