PCM
SW

Polaris Capital Management’s Smurfit Westrock SW Stock Holding History

Polaris Capital Management’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
Q1 		$54.5M Sell
1,366,550
-81,100
-6% -$3.5M 4.46% 5
2025
Q4 		$56M Sell
1,447,650
-295,010
-17% -$11.2M 4.64% 4
2025
Q3 		$74.2M Sell
1,742,660
-35,400
-2% -$1.6M 4.87% 4
2025
Q2 		$76.7M Sell
1,778,060
-692,263
-28% -$29.6M 5.1% 4
2025
Q1 		$111M Sell
2,470,323
-550,441
-18% -$27.9M 6.37% 3
2024
Q4 		$163M Buy
+3,020,764
New +$154M 7.85% 1

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Polaris Capital Management's SW Position: Q1 2026 in Review

Polaris Capital Management reduced its Smurfit Westrock (SW) stake by 5.6% in Q1 2026, selling an estimated $3.5M and leaving 1,366,550 shares worth $54.5M. The position accounts for 4.46% of the portfolio, ranked #5.

Polaris Capital Management first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $163M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Polaris Capital Management held 1,366,550 shares of Smurfit Westrock worth $54.5M as of Q1 2026.
  • Polaris Capital Management sold 81,100 Smurfit Westrock shares in Q1 2026, an estimated $3.5M.
  • Smurfit Westrock made up 4.46% of Polaris Capital Management's portfolio in Q1 2026, its #5 holding.
  • Polaris Capital Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Polaris Capital Management's Smurfit Westrock position peaked at $163M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Polaris Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.