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Jefferies Group’s SW Holdings & Trades

First Buy
Q3 2024
Duration Held
6 Quarters
Largest Add
Q4 2025
+135,927 Shares
Current Position
277,935 Shares
$10.75 M Value

Jefferies Group's SW Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 277,935 shares of Smurfit Westrock Plc (SW) worth $10.75 M, representing 0.05% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 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 Q4 2025, adding 135,927 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +135,927 Add 95.72% 277,935 $38.66
Q3 2025 -59,148 Reduce 29.40% 142,008 $41.91
Q2 2025 +129,335 Add 180.08% 201,156 $43.13
Q1 2025 +41,699 Add 138.43% 71,821 $44.79
Q4 2024 -11,565 Reduce 27.74% 30,122 $53.90
Q3 2024 +41,687 New Buy 41,687 $49.65

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 6 quarters since Q3 2024.

Jefferies Group's largest addition to Smurfit Westrock Plc (SW) was in Q4 2025, adding 277,935 shares worth $10.75 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 277,935 shares of Smurfit Westrock Plc (SW), valued at approximately $10.75 M.

As of the Q4 2025 filing, Smurfit Westrock Plc (SW) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Smurfit Westrock Plc (SW) was 277,935 shares, as reported at the end of Q4 2025.