Van Den Berg Management I’s Smurfit Westrock SW Stock Holding History

Van Den Berg Management I’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	$7.26M	Sell	156,841 -4,074	-3%	-$168K	1.53%	28
2026 Q1	$6.41M	Buy	160,915 +4,828	+3%	+$208K	1.47%	28
2025 Q4	$6.04M	Sell	156,087 -18,141	-10%	-$692K	1.38%	31
2025 Q3	$7.42M	Sell	174,228 -1,425	-0.8%	-$64.5K	1.86%	23
2025 Q2	$7.58M	Sell	175,653 -1,037	-0.6%	-$44.4K	2.15%	18
2025 Q1	$7.96M	Sell	176,690 -3,939	-2%	-$200K	2.44%	14
2024 Q4	$9.73M	Sell	180,629 -3,866	-2%	-$197K	2.8%	10
2024 Q3	$9.12M	Buy	+184,495	New	+$8.39M	2.64%	12

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

Van Den Berg Management I's SW Position: Q2 2026 in Review

Van Den Berg Management I reduced its Smurfit Westrock (SW) stake by 2.5% in Q2 2026, selling an estimated $168K and leaving 156,841 shares worth $7.26M. The position accounts for 1.53% of the portfolio, ranked #28.

Van Den Berg Management I first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.73M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Van Den Berg Management I held 156,841 shares of Smurfit Westrock worth $7.26M as of Q2 2026.
Van Den Berg Management I sold 4,074 Smurfit Westrock shares in Q2 2026, an estimated $168K.
Smurfit Westrock made up 1.53% of Van Den Berg Management I's portfolio in Q2 2026, its #28 holding.
Van Den Berg Management I first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Van Den Berg Management I's Smurfit Westrock position peaked at $9.73M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.