Guru Ownership Trend
Guru Analysis for Smurfit Westrock Plc (SW)
Smurfit Westrock Plc (SW), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.16 B.
Top institutional holders include Sarah Ketterer and Cliff Asness.
Notably, Sarah Ketterer has expressed high conviction in this stock, allocating 10.18% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $462.65 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, George Soros reduced exposure by 69.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Smurfit Westrock Plc (SW)
Major holders include Sarah Ketterer ($739.87 M), Cliff Asness ($221.35 M), George Soros ($92.89 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 29.1 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $462.65 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SW. The total reported sell value was $234.47 M.
Yes, 1 managers opened new positions in SW, and 4 increased their existing holdings. The total reported buy value was $697.12 M.
