NC
SW

Nekton Capital’s Smurfit Westrock SW Stock Holding History

Nekton Capital’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
Q3 		$1.03M Hold
24,146
– – 2.08% 17
2025
Q2 		$1.04M Buy
24,146
+146
+0.6% +$6.25K 2.11% 12
2025
Q1 		$1.08M Buy
+24,000
New +$1.22M 3% 8

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nekton Capital's SW Position: Q3 2025 in Review

Nekton Capital held its Smurfit Westrock (SW) position steady in Q3 2025 at 24,146 shares worth $1.03M. The position accounts for 2.08% of the portfolio, ranked #17.

Nekton Capital first reported a position in SW in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2025. 600 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Nekton Capital held 24,146 shares of Smurfit Westrock worth $1.03M as of Q3 2025.
  • Nekton Capital left its Smurfit Westrock share count unchanged in Q3 2025.
  • Smurfit Westrock made up 2.08% of Nekton Capital's portfolio in Q3 2025, its #17 holding.
  • Nekton Capital first reported a position in Smurfit Westrock in Q1 2025 and has held it in 3 quarters since.
  • Nekton Capital's Smurfit Westrock position peaked at $1.08M in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Nekton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.