Trinity Street Asset Management’s Smurfit Westrock SW Stock Holding History

Trinity Street 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	$243M	Buy	+5,261,555	New	+$217M	12.53%	3

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trinity Street Asset Management's SW Position: Q2 2026 in Review

Trinity Street Asset Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 5,261,555 shares worth $243M. The stake represents 12.53% of the portfolio and ranks #3 among its holdings.

639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Trinity Street Asset Management held 5,261,555 shares of Smurfit Westrock worth $243M as of Q2 2026.
Smurfit Westrock was a new Trinity Street Asset Management position in Q2 2026.
Smurfit Westrock made up 12.53% of Trinity Street Asset Management's portfolio in Q2 2026, its #3 holding.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Trinity Street Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.