RL
SW

Ruffer LLP’s Smurfit Westrock SW Stock Holding History

Ruffer LLP’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 		$113M Sell
2,438,889
-347,308
-12% -$14.3M 3.98% 4
2026
Q1 		$111M Sell
2,786,197
-1,717,954
-38% -$74.1M 4.56% 5
2025
Q4 		$174M Buy
4,504,151
+3,718,562
+473% +$142M 7.94% 1
2025
Q3 		$33.4M Sell
785,589
-3,759,121
-83% -$170M 1.86% 20
2025
Q2 		$196M Buy
+4,544,710
New +$194M 8.68% 2
2025
Q1 		– Sell
-8,300
Closed -$447K – 125
2024
Q4 		$447K Sell
8,300
-3,830,768
-100% -$195M 0.02% 100
2024
Q3 		$192M Buy
+3,839,068
New +$175M 6.05% 5

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

Ruffer LLP's SW Position: Q2 2026 in Review

Ruffer LLP reduced its Smurfit Westrock (SW) stake by 12% in Q2 2026, selling an estimated $14.3M and leaving 2,438,889 shares worth $113M. The position accounts for 3.98% of the portfolio, ranked #4.

Ruffer LLP first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $196M in Q2 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ruffer LLP held 2,438,889 shares of Smurfit Westrock worth $113M as of Q2 2026.
  • Ruffer LLP sold 347,308 Smurfit Westrock shares in Q2 2026, an estimated $14.3M.
  • Smurfit Westrock made up 3.98% of Ruffer LLP's portfolio in Q2 2026, its #4 holding.
  • Ruffer LLP first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ruffer LLP's Smurfit Westrock position peaked at $196M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.