HP
SW

Holowesko Partners’s Smurfit Westrock SW Stock Holding History

Holowesko Partners’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 		$39M Buy
844,000
+384,800
+84% +$15.9M 9.88% 1
2026
Q1 		$18.3M Buy
459,200
+11,700
+3% +$505K 5.13% 9
2025
Q4 		$17.3M Buy
447,500
+210,000
+88% +$8.01M 6.02% 8
2025
Q3 		$10.1M Buy
+237,500
New +$10.7M 3.74% 11
2025
Q1 		– Sell
-197,338
Closed -$10.6M – 31
2024
Q4 		$10.6M Hold
197,338
– – 4.87% 11
2024
Q3 		$9.75M Buy
+197,338
New +$8.97M 5.16% 8

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

Holowesko Partners's SW Position: Q2 2026 in Review

Holowesko Partners increased its Smurfit Westrock (SW) stake by 84% in Q2 2026, buying an estimated $15.9M and bringing the position to 844,000 shares worth $39M. The position accounts for 9.88% of the portfolio, ranked #1.

Holowesko Partners first reported a position in SW in Q3 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Holowesko Partners held 844,000 shares of Smurfit Westrock worth $39M as of Q2 2026.
  • Holowesko Partners bought 384,800 Smurfit Westrock shares in Q2 2026, an estimated $15.9M.
  • Smurfit Westrock made up 9.88% of Holowesko Partners's portfolio in Q2 2026, its #1 holding.
  • Holowesko Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Holowesko Partners's 13F filing for Q2 2026, filed 13 Aug 2026.