RIA
SW

Recurrent Investment Advisors’s Smurfit Westrock SW Stock Holding History

Recurrent Investment Advisors’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 		$1.04M Buy
26,095
+13,874
+114% +$598K 0.06% 51
2025
Q4 		$473K Buy
+12,221
New +$466K 0.03% 68
2025
Q2 		– Sell
-11,780
Closed -$531K – 67
2025
Q1 		$531K Sell
11,780
-25,291
-68% -$1.28M 0.05% 58
2024
Q4 		$2M Buy
37,071
+18,619
+101% +$948K 0.18% 33
2024
Q3 		$912K Buy
+18,452
New +$839K 0.09% 41

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

Recurrent Investment Advisors's SW Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Smurfit Westrock (SW) stake by 114% in Q1 2026, buying an estimated $598K and bringing the position to 26,095 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #51.

Recurrent Investment Advisors first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $2M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Recurrent Investment Advisors held 26,095 shares of Smurfit Westrock worth $1.04M as of Q1 2026.
  • Recurrent Investment Advisors bought 13,874 Smurfit Westrock shares in Q1 2026, an estimated $598K.
  • Smurfit Westrock made up 0.06% of Recurrent Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Recurrent Investment Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • Recurrent Investment Advisors's Smurfit Westrock position peaked at $2M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.