Jefferies Group’s SW Holdings & Trades

First Buy
Q3 2024
Duration Held
5 Quarters
Largest Add
Q2 2025
+129,335 Shares
Current Position
142,008 Shares
$5.95 M Value

Jefferies Group's SW Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 142,008 shares of Smurfit Westrock Plc (SW) worth $5.95 M, representing 0.03% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.

Based on 13F filings, Jefferies Group has maintained this position in SW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 129,335 shares. Largest reduction occurred in Q3 2025, reducing 59,148 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Smurfit Westrock Plc (SW) Holding Value Over Time

Track share changes against reported price movement

Quarterly Smurfit Westrock Plc (SW) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2024 +41,687 New Buy 41,687 $49.65
Q4 2024 -11,565 Reduce 27.74% 30,122 $53.90
Q1 2025 +41,699 Add 138.43% 71,821 $44.79
Q2 2025 +129,335 Add 180.08% 201,156 $43.13
Q3 2025 -59,148 Reduce 29.40% 142,008 $41.91

Jefferies Group's Smurfit Westrock Plc Investment FAQs

Jefferies Group first purchased Smurfit Westrock Plc (SW) in Q3 2024, acquiring 41,687 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Smurfit Westrock Plc (SW) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Smurfit Westrock Plc (SW) was in Q2 2025, adding 201,156 shares worth $8.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 142,008 shares of Smurfit Westrock Plc (SW), valued at approximately $5.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Smurfit Westrock Plc (SW) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in Smurfit Westrock Plc (SW) was 201,156 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.