JG
SW

Joel Greenblatt’s Smurfit Westrock SW Stock Holding History

Joel Greenblatt’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 		$27M Sell
583,204
-116,710
-17% -$4.82M 0.06% 452
2026
Q1 		$27.9M Buy
699,914
+43,418
+7% +$1.87M 0.09% 319
2025
Q4 		$25.4M Buy
656,496
+342,428
+109% +$13.1M 0.09% 289
2025
Q3 		$13.4M Buy
+314,068
New +$14.2M 0.06% 480

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

Joel Greenblatt's SW Position: Q2 2026 in Review

Joel Greenblatt reduced its Smurfit Westrock (SW) stake by 17% in Q2 2026, selling an estimated $4.82M and leaving 583,204 shares worth $27M. The position accounts for 0.06% of the portfolio, ranked #452.

Joel Greenblatt first reported a position in SW in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.9M in Q1 2026. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Joel Greenblatt held 583,204 shares of Smurfit Westrock worth $27M as of Q2 2026.
  • Joel Greenblatt sold 116,710 Smurfit Westrock shares in Q2 2026, an estimated $4.82M.
  • Smurfit Westrock made up 0.06% of Joel Greenblatt's portfolio in Q2 2026, its #452 holding.
  • Joel Greenblatt first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • Joel Greenblatt's Smurfit Westrock position peaked at $27.9M in Q1 2026.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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