Y-Intercept (HK)’s Smurfit Westrock SW Stock Holding History

Y-Intercept (HK)’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	$2.65M	Sell	57,323 -103,522	-64%	-$4.27M	0.05%	540
2026 Q1	$6.41M	Buy	+160,845	New	+$6.94M	0.12%	237
2025 Q4	–	Sell	-8,497	Closed	-$362K	–	2066
2025 Q3	$362K	Sell	8,497 -21,538	-72%	-$975K	0.01%	1332
2025 Q2	$1.3M	Sell	30,035 -950	-3%	-$40.6K	0.03%	814
2025 Q1	$1.4M	Buy	+30,985	New	+$1.57M	0.09%	285
2024 Q4	–	Sell	-18,406	Closed	-$910K	–	1759
2024 Q3	$910K	Buy	+18,406	New	+$837K	0.06%	488

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

Y-Intercept (HK)'s SW Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Smurfit Westrock (SW) stake by 64% in Q2 2026, selling an estimated $4.27M and leaving 57,323 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #540.

Y-Intercept (HK) first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.41M in Q1 2026. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Y-Intercept (HK) held 57,323 shares of Smurfit Westrock worth $2.65M as of Q2 2026.
Y-Intercept (HK) sold 103,522 Smurfit Westrock shares in Q2 2026, an estimated $4.27M.
Smurfit Westrock made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #540 holding.
Y-Intercept (HK) first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
Y-Intercept (HK)'s Smurfit Westrock position peaked at $6.41M in Q1 2026.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.