Twin Capital Management’s Smurfit Westrock SW Stock Holding History

Twin Capital 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
2025 Q4	–	Sell	-14,494	Closed	-$617K	–	278
2025 Q3	$617K	Sell	14,494 -39,208	-73%	-$1.77M	0.08%	212
2025 Q2	$2.32M	Sell	53,702 -2,133	-4%	-$91.3K	0.25%	106
2025 Q1	$2.52M	Sell	55,835 -1,669	-3%	-$84.6K	0.29%	95
2024 Q4	$3.1M	Buy	57,504 +1,858	+3%	+$94.6K	0.34%	80
2024 Q3	$2.75M	Buy	+55,646	New	+$2.53M	0.31%	90

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Twin Capital Management's SW Position: Q4 2025 in Review

Twin Capital Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 14,494 shares — an estimated $617K sold.

Twin Capital Management first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $3.1M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Twin Capital Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Twin Capital Management sold 14,494 Smurfit Westrock shares in Q4 2025, an estimated $617K.
Twin Capital Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
Twin Capital Management's Smurfit Westrock position peaked at $3.1M in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Twin Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.