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	$21.4M	Buy	463,500 +254,600	+122%	+$10.5M	﹤0.01%	2394
2026 Q1	$8.32M	Buy	208,900 +85,100	+69%	+$3.67M	﹤0.01%	3391
2025 Q4	$4.79M	Sell	123,800 -127,700	-51%	-$4.87M	﹤0.01%	4093
2025 Q3	$10.7M	Buy	251,500 +22,800	+10%	+$1.03M	﹤0.01%	2955
2025 Q2	$9.87M	Buy	228,700 +196,400	+608%	+$8.4M	﹤0.01%	2847
2025 Q1	$1.46M	Sell	32,300 -43,800	-58%	-$2.22M	﹤0.01%	6290
2024 Q4	$4.1M	Sell	76,100 -20,800	-21%	-$1.06M	﹤0.01%	3907
2024 Q3	$4.79M	Buy	+96,900	New	+$4.41M	﹤0.01%	3644

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.