Jim Simons’s Smurfit Westrock SW Stock Holding History

Jim Simons’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
2025 Q2	–	Sell	-102,162	Closed	-$4.6M	–	3979
2025 Q1	$4.6M	Buy	+102,162	New	+$5.18M	0.01%	1486

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jim Simons's SW Position: Q2 2025 in Review

Jim Simons sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 102,162 shares — an estimated $4.6M sold.

Jim Simons first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $4.6M in Q1 2025. 576 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Jim Simons reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 102,162 Smurfit Westrock shares in Q2 2025, an estimated $4.6M.
Jim Simons first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
Jim Simons's Smurfit Westrock position peaked at $4.6M in Q1 2025.
576 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.