Trium Capital
SW icon

Trium Capital’s Smurfit Westrock SW Stock Holding History

Trium Capital’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
Q3 		– Sell
-19,546
Closed -$904K – 70
2026
Q2 		$904K Buy
19,546
+3,356
+21% +$139K 0.56% 27
2026
Q1 		$645K Sell
16,190
-6,934
-30% -$299K 0.45% 40
2025
Q4 		$894K Buy
+23,124
New +$882K 0.69% 31

Other funds holding SW

Trinity Street Asset Management
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trium Capital's SW Position: Q3 2026 in Review

Trium Capital sold out of Smurfit Westrock (SW) in Q3 2026, closing a stake of 19,546 shares — an estimated $904K sold.

Trium Capital first reported a position in SW in Q4 2025 and held it in 3 quarters. The position peaked at $904K in Q2 2026. 114 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Trium Capital reported no remaining Smurfit Westrock position as of Q3 2026 after selling out during the quarter.
  • Trium Capital sold 19,546 Smurfit Westrock shares in Q3 2026, an estimated $904K.
  • Trium Capital first reported a position in Smurfit Westrock in Q4 2025 and held it in 3 quarters.
  • Trium Capital's Smurfit Westrock position peaked at $904K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.