Guru Ownership Over Time
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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $642.07 M.
Top institutional holders include George Soros and Sarah Ketterer.
Institutional sentiment is currently Bullish. This is evidenced by a $44.5 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Steven Cohen reduced exposure by 65.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.70% | Add 3.6% | 7,747,090 | $329.79 M | Q3 2025 | |
| 4.23% | Add 7.2% | 7,522,983 | $320.25 M | Q3 2025 | |
| 0.43% | New Buy | 737,354 | $31.39 M | Q3 2025 | |
| 0.02% | Reduce -65.8% | 316,897 | $13.49 M | Q3 2025 | |
| 0.06% | New Buy | 314,068 | $13.37 M | Q3 2025 | |
| 1.86% | Reduce -0.8% | 174,228 | $7.42 M | Q3 2025 | |
| 0.03% | Reduce -29.4% | 142,008 | $5.95 M | Q3 2025 | |
| 0.04% | Reduce -47.7% | 79,552 | $3.39 M | Q3 2025 | |
| 0.00% | Add 50.6% | 69,529 | $2.96 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Smurfit Westrock Plc (SW)
Top Guru holders include George Soros ($329.79 M), Sarah Ketterer ($320.25 M), Louis Moore Bacon ($31.39 M). Collectively, tracked Gurus hold 17.1 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $44.5 M, with 5 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of SW completely. Total sell value was $34.2 M.
Yes, 2 Gurus opened new positions in SW, and 3 added to their existing holdings. Total buy value was $78.69 M.