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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $883.79 M.
Top institutional holders include Sarah Ketterer and Cliff Asness.
Notably, Sarah Ketterer has expressed high conviction in this stock, allocating 7.53% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $158.56 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Manning & Napier Group reduced exposure by 63.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Smurfit Westrock Plc (SW)
Major holders include Sarah Ketterer ($695.71 M), Cliff Asness ($127.37 M), George Soros ($69.98 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 20.59 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $158.56 M, with 1 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited SW. The total reported sell value was $180.39 M.
Yes, 1 managers opened new positions in SW, and 0 increased their existing holdings. The total reported buy value was $21.83 M.
