LPU
SW

Lansdowne Partners (UK)’s Smurfit Westrock SW Stock Holding History

Lansdowne Partners (UK)’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 		$16.1M Sell
347,795
-1,522,424
-81% -$62.9M 0.66% 14
2026
Q1 		$74.5M Buy
1,870,219
+1,612,995
+627% +$69.6M 3.99% 9
2025
Q4 		$9.95M Sell
257,224
-1,028,887
-80% -$39.2M 0.73% 18
2025
Q3 		$54.7M Sell
1,286,111
-17,945
-1% -$812K 4.62% 6
2025
Q2 		$56.3M Sell
1,304,056
-625,896
-32% -$26.8M 7.31% 6
2025
Q1 		$87M Sell
1,929,952
-2,224,279
-54% -$113M 12.32% 4
2024
Q4 		$224M Sell
4,154,231
-938,326
-18% -$47.8M 16.25% 2
2024
Q3 		$252M Buy
+5,092,557
New +$232M 19.67% 2

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

Lansdowne Partners (UK)'s SW Position: Q2 2026 in Review

Lansdowne Partners (UK) reduced its Smurfit Westrock (SW) stake by 81% in Q2 2026, selling an estimated $62.9M and leaving 347,795 shares worth $16.1M. The position accounts for 0.66% of the portfolio, ranked #14.

Lansdowne Partners (UK) first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $252M in Q3 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Lansdowne Partners (UK) held 347,795 shares of Smurfit Westrock worth $16.1M as of Q2 2026.
  • Lansdowne Partners (UK) sold 1,522,424 Smurfit Westrock shares in Q2 2026, an estimated $62.9M.
  • Smurfit Westrock made up 0.66% of Lansdowne Partners (UK)'s portfolio in Q2 2026, its #14 holding.
  • Lansdowne Partners (UK) first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Lansdowne Partners (UK)'s Smurfit Westrock position peaked at $252M in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Lansdowne Partners (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.