Sycomore Asset Management’s Smurfit Westrock SW Stock Holding History

Sycomore Asset 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	$14M	Hold	488,737	–	–	1.5%	19
2026 Q1	$18M	Hold	488,737	–	–	2.51%	12
2025 Q4	$18M	Hold	488,737	–	–	2.98%	9
2025 Q3	$18M	Hold	488,737	–	–	3%	9
2025 Q2	$18M	Hold	488,737	–	–	2.79%	9
2025 Q1	$18M	Hold	488,737	–	–	2.55%	10
2024 Q4	$18M	Sell	488,737 -62,648	-11%	-$3.19M	2.57%	10
2024 Q3	$20.3M	Buy	+551,385	New	+$25.1M	3.37%	4

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

Sycomore Asset Management's SW Position: Q2 2026 in Review

Sycomore Asset Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 488,737 shares worth $14M. The position accounts for 1.5% of the portfolio, ranked #19.

Sycomore Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.3M in Q3 2024. 176 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Sycomore Asset Management held 488,737 shares of Smurfit Westrock worth $14M as of Q2 2026.
Sycomore Asset Management left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up 1.5% of Sycomore Asset Management's portfolio in Q2 2026, its #19 holding.
Sycomore Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Sycomore Asset Management's Smurfit Westrock position peaked at $20.3M in Q3 2024.
176 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.