VDBMI
SW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Van Den Berg Management I's SW Position: Q1 2026 in Review

Van Den Berg Management I increased its Smurfit Westrock (SW) stake by 3.1% in Q1 2026, buying an estimated $208K and bringing the position to 160,915 shares worth $6.41M. The position accounts for 1.47% of the portfolio, ranked #28.

Van Den Berg Management I first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.73M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Van Den Berg Management I held 160,915 shares of Smurfit Westrock worth $6.41M as of Q1 2026.
  • Van Den Berg Management I bought 4,828 Smurfit Westrock shares in Q1 2026, an estimated $208K.
  • Smurfit Westrock made up 1.47% of Van Den Berg Management I's portfolio in Q1 2026, its #28 holding.
  • Van Den Berg Management I first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Van Den Berg Management I's Smurfit Westrock position peaked at $9.73M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.