OAG
SW

Orbis Allan Gray’s Smurfit Westrock plc SW Stock Holding History

Orbis Allan Gray’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$794M Buy
18,400,418
+8,286,205
+82% +$358M 3.86% 5
2025
Q1 		$456M Buy
10,114,213
+4,329,653
+75% +$195M 2.61% 10
2024
Q4 		$312M Buy
5,784,560
+5,528,635
+2,160% +$298M 1.68% 24
2024
Q3 		$12.6M Buy
+255,925
New +$12.6M 0.07% 72