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
Q2 		$75.7M Buy
1,635,802
+269,252
+20% +$11.1M 7.13% 3
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polaris Capital Management's SW Position: Q2 2026 in Review

Polaris Capital Management increased its Smurfit Westrock (SW) stake by 20% in Q2 2026, buying an estimated $11.1M and bringing the position to 1,635,802 shares worth $75.7M. The position accounts for 7.13% of the portfolio, ranked #3.

Polaris Capital Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $163M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Polaris Capital Management held 1,635,802 shares of Smurfit Westrock worth $75.7M as of Q2 2026.
  • Polaris Capital Management bought 269,252 Smurfit Westrock shares in Q2 2026, an estimated $11.1M.
  • Smurfit Westrock made up 7.13% of Polaris Capital Management's portfolio in Q2 2026, its #3 holding.
  • Polaris Capital Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Polaris Capital Management's Smurfit Westrock position peaked at $163M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.