Soros Fund Management’s Smurfit Westrock SW Stock Holding History

Soros Fund 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	$100M	Buy	2,520,236 +118,088	+5%	+$5.09M	1.1%	22
2025 Q4	$92.9M	Sell	2,402,148 -5,344,942	-69%	-$204M	1.08%	25
2025 Q3	$330M	Buy	7,747,090 +266,503	+4%	+$12.1M	4.7%	2
2025 Q2	$323M	Buy	7,480,587 +627,922	+9%	+$26.9M	4.05%	2
2025 Q1	$309M	Sell	6,852,665 -193,694	-3%	-$9.82M	4.61%	1
2024 Q4	$380M	Buy	7,046,359 +149,388	+2%	+$7.61M	5.71%	1
2024 Q3	$341M	Buy	+6,896,971	New	+$314M	4.92%	2

Other funds holding SW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Soros Fund Management's SW Position: Q1 2026 in Review

Soros Fund Management increased its Smurfit Westrock (SW) stake by 4.9% in Q1 2026, buying an estimated $5.09M and bringing the position to 2,520,236 shares worth $100M. The position accounts for 1.1% of the portfolio, ranked #22.

Soros Fund Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $380M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Soros Fund Management held 2,520,236 shares of Smurfit Westrock worth $100M as of Q1 2026.
Soros Fund Management bought 118,088 Smurfit Westrock shares in Q1 2026, an estimated $5.09M.
Smurfit Westrock made up 1.1% of Soros Fund Management's portfolio in Q1 2026, its #22 holding.
Soros Fund Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
Soros Fund Management's Smurfit Westrock position peaked at $380M in Q4 2024.
611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Soros Fund Management's 13F filing for Q1 2026, filed 15 May 2026.