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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Letko, Brosseau & Associates's SW Position: Q2 2026 in Review

Letko, Brosseau & Associates increased its Smurfit Westrock (SW) stake by 113% in Q2 2026, buying an estimated $4.47M and bringing the position to 204,184 shares worth $9.45M. The position accounts for 0.14% of the portfolio, ranked #70.

Letko, Brosseau & Associates first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Letko, Brosseau & Associates held 204,184 shares of Smurfit Westrock worth $9.45M as of Q2 2026.
Letko, Brosseau & Associates bought 108,275 Smurfit Westrock shares in Q2 2026, an estimated $4.47M.
Smurfit Westrock made up 0.14% of Letko, Brosseau & Associates's portfolio in Q2 2026, its #70 holding.
Letko, Brosseau & Associates first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.