Yousif Capital Management’s Smurfit Westrock SW Stock Holding History

Yousif 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
2026 Q2	$2.52M	Sell	54,450 -1,513	-3%	-$62.5K	0.03%	571
2026 Q1	$2.23M	Sell	55,963 -2,122	-4%	-$91.5K	0.03%	612
2025 Q4	$2.38M	Sell	58,085 -3,288	-5%	-$125K	0.03%	615
2025 Q3	$2.61M	Buy	61,373 +5,652	+10%	+$256K	0.03%	590
2025 Q2	$2.4M	Sell	55,721 -381	-0.7%	-$16.3K	0.03%	633
2025 Q1	$2.53M	Sell	56,102 -572	-1%	-$29K	0.03%	586
2024 Q4	$3.05M	Sell	56,674 -2,716	-5%	-$138K	0.03%	510
2024 Q3	$2.94M	Buy	+59,390	New	+$2.7M	0.03%	553

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Yousif Capital Management's SW Position: Q2 2026 in Review

Yousif Capital Management reduced its Smurfit Westrock (SW) stake by 2.7% in Q2 2026, selling an estimated $62.5K and leaving 54,450 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #571.

Yousif Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q4 2024. 98 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Yousif Capital Management held 54,450 shares of Smurfit Westrock worth $2.52M as of Q2 2026.
Yousif Capital Management sold 1,513 Smurfit Westrock shares in Q2 2026, an estimated $62.5K.
Smurfit Westrock made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #571 holding.
Yousif Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Yousif Capital Management's Smurfit Westrock position peaked at $3.05M in Q4 2024.
98 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.