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Liontrust Investment Partners’s Smurfit Westrock SW Stock Holding History

Liontrust 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
-742,735
Closed -$31.2M – 219
2025
Q3 		$31.2M Buy
742,735
+6,482
+0.9% +$293K 0.46% 56
2025
Q2 		$31.7M Buy
+736,253
New +$31.5M 0.45% 52
2025
Q1 		– Sell
-866,481
Closed -$46.8M – 276
2024
Q4 		$46.8M Buy
+866,481
New +$44.1M 0.68% 43

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Liontrust Investment Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 742,735 shares — an estimated $31.2M sold.

Liontrust Investment Partners first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $46.8M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Liontrust Investment Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 742,735 Smurfit Westrock shares in Q4 2025, an estimated $31.2M.
  • Liontrust Investment Partners first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • Liontrust Investment Partners's Smurfit Westrock position peaked at $46.8M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

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