HPM
SW

Heights Point Management’s Smurfit Westrock SW Stock Holding History

Heights Point 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 		$3.5M Buy
+75,720
New +$3.13M 2.79% 20

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

Heights Point Management's SW Position: Q2 2026 in Review

Heights Point Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 75,720 shares worth $3.5M. The stake represents 2.79% of the portfolio and ranks #20 among its holdings.

637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Heights Point Management held 75,720 shares of Smurfit Westrock worth $3.5M as of Q2 2026.
  • Smurfit Westrock was a new Heights Point Management position in Q2 2026.
  • Smurfit Westrock made up 2.79% of Heights Point Management's portfolio in Q2 2026, its #20 holding.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Heights Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.