WLC
SW

Walnut Level Capital’s Smurfit Westrock SW Stock Holding History

Walnut Level 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
Q1 		– Sell
-41,813
Closed -$1.62M – 45
2025
Q4 		$1.62M Buy
+41,813
New +$1.59M 1.1% 22
2025
Q1 		– Sell
-65,000
Closed -$3.5M – 55
2024
Q4 		$3.5M Buy
+65,000
New +$3.31M 1.33% 22

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

Walnut Level Capital's SW Position: Q1 2026 in Review

Walnut Level Capital sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 41,813 shares — an estimated $1.62M sold.

Walnut Level Capital first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $3.5M in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Walnut Level Capital reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Walnut Level Capital sold 41,813 Smurfit Westrock shares in Q1 2026, an estimated $1.62M.
  • Walnut Level Capital first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
  • Walnut Level Capital's Smurfit Westrock position peaked at $3.5M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Walnut Level Capital's 13F filing for Q1 2026, filed 15 May 2026.