JY
SW

Jeff Yass’s Smurfit Westrock SW Stock Holding History

Jeff Yass’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 		$4.7M Sell
101,604
-65,504
-39% -$2.71M ﹤0.01% 4732
2026
Q1 		$6.66M Sell
167,108
-98,729
-37% -$4.26M ﹤0.01% 3752
2025
Q4 		$10.3M Buy
265,837
+150,051
+130% +$5.72M ﹤0.01% 3008
2025
Q3 		$4.93M Sell
115,786
-13,379
-10% -$606K ﹤0.01% 4112
2025
Q2 		$5.57M Buy
129,165
+69,397
+116% +$2.97M ﹤0.01% 3780
2025
Q1 		$2.69M Sell
59,768
-141,576
-70% -$7.18M ﹤0.01% 4883
2024
Q4 		$10.8M Buy
201,344
+108,173
+116% +$5.51M ﹤0.01% 2556
2024
Q3 		$4.6M Buy
+93,171
New +$4.24M ﹤0.01% 3730

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

Jeff Yass's SW Position: Q2 2026 in Review

Jeff Yass reduced its Smurfit Westrock (SW) stake by 39% in Q2 2026, selling an estimated $2.71M and leaving 101,604 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #4732.

Jeff Yass first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.8M in Q4 2024. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Jeff Yass held 101,604 shares of Smurfit Westrock worth $4.7M as of Q2 2026.
  • Jeff Yass sold 65,504 Smurfit Westrock shares in Q2 2026, an estimated $2.71M.
  • Smurfit Westrock made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4732 holding.
  • Jeff Yass first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Jeff Yass's Smurfit Westrock position peaked at $10.8M in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.