Ray Dalio's SW Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 471,953 shares of Smurfit Westrock Plc (SW) worth $21.83 M, representing 0.09% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Ray Dalio has maintained this position in SW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 471,953 shares. Largest reduction occurred in Q4 2024, reducing 73,327 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Smurfit Westrock Plc (SW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Smurfit Westrock Plc (SW) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +471,953 | New Buy | 471,953 | $46.26 |
| Q1 2025 | -7,269 | Sold Out | 0 | $0.00 |
| Q4 2024 | -73,327 | Reduce 90.98% | 7,269 | $53.86 |
| Q3 2024 | +80,596 | New Buy | 80,596 | $49.42 |
Ray Dalio's Smurfit Westrock Plc Investment FAQs
Ray Dalio first purchased Smurfit Westrock Plc (SW) in Q3 2024, acquiring 80,596 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Smurfit Westrock Plc (SW) for 4 quarters since Q3 2024.
Ray Dalio's largest addition to Smurfit Westrock Plc (SW) was in Q2 2026, adding 471,953 shares worth $21.83 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 471,953 shares of Smurfit Westrock Plc (SW), valued at approximately $21.83 M.
As of the Q2 2026 filing, Smurfit Westrock Plc (SW) represents approximately 0.09% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Smurfit Westrock Plc (SW) was 471,953 shares, as reported at the end of Q2 2026.