Letko, Brosseau & Associates’s Smurfit Westrock SW Stock Holding History

Letko, Brosseau & Associates’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 Q3	$67.6M	Buy	1,533,440 +1,329,256	+651%	+$61.4M	0.98%	42
2026 Q2	$9.45M	Buy	204,184 +108,275	+113%	+$4.47M	0.14%	70
2026 Q1	$3.82M	Sell	95,909 -2,000	-2%	-$86.3K	0.06%	69
2025 Q4	$3.79M	Buy	97,909 +6,425	+7%	+$245K	0.06%	67
2025 Q3	$3.89M	Buy	91,484 +1,034	+1%	+$46.8K	0.07%	67
2025 Q2	$3.9M	Buy	90,450 +8,600	+11%	+$368K	0.07%	67
2025 Q1	$3.69M	Hold	81,850	–	–	0.08%	66
2024 Q4	$4.41M	Sell	81,850 -1,975	-2%	-$101K	0.09%	69
2024 Q3	$4.14M	Buy	+83,825	New	+$3.81M	0.08%	73

Other funds holding SW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Letko, Brosseau & Associates's SW Position: Q3 2026 in Review

Letko, Brosseau & Associates increased its Smurfit Westrock (SW) stake by 651% in Q3 2026, buying an estimated $61.4M and bringing the position to 1,533,440 shares worth $67.6M. The position accounts for 0.98% of the portfolio, ranked #42.

Letko, Brosseau & Associates first reported a position in SW in Q3 2024 and has held it in 9 quarters since. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Letko, Brosseau & Associates held 1,533,440 shares of Smurfit Westrock worth $67.6M as of Q3 2026.
Letko, Brosseau & Associates bought 1,329,256 Smurfit Westrock shares in Q3 2026, an estimated $61.4M.
Smurfit Westrock made up 0.98% of Letko, Brosseau & Associates's portfolio in Q3 2026, its #42 holding.
Letko, Brosseau & Associates first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q3 2026, filed 6 Nov 2026.