Lighthouse Investment Partners’s Smurfit Westrock SW Stock Holding History

Lighthouse Investment Partners’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
2025 Q4	–	Sell	-40,000	Closed	-$1.7M	–	1076
2025 Q3	$1.7M	Sell	40,000 -25,000	-38%	-$1.13M	0.05%	364
2025 Q2	$2.8M	Buy	65,000 +30,000	+86%	+$1.28M	0.11%	257
2025 Q1	$1.58M	Sell	35,000 -100,000	-74%	-$5.07M	0.07%	287
2024 Q4	$7.27M	Buy	135,000 +97,861	+263%	+$4.98M	0.24%	127
2024 Q3	$1.84M	Buy	+37,139	New	+$1.69M	0.07%	275

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lighthouse Investment Partners's SW Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 40,000 shares — an estimated $1.7M sold.

Lighthouse Investment Partners first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $7.27M in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Lighthouse Investment Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 40,000 Smurfit Westrock shares in Q4 2025, an estimated $1.7M.
Lighthouse Investment Partners first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
Lighthouse Investment Partners's Smurfit Westrock position peaked at $7.27M in Q4 2024.
594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.