LCM
SW

Lakewood Capital Management’s Smurfit Westrock plc SW Stock Holding History

Lakewood Capital Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.1M Hold
1,160,297
– – 3.74% 8
2025
Q1 		$52.3M Hold
1,160,297
– – 4.56% 7
2024
Q4 		$62.5M Buy
1,160,297
+64,500
+6% +$3.47M 5.61% 3
2024
Q3 		$54.2M Buy
+1,095,797
New +$54.2M 4.26% 7