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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $720.41 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include George Soros ($329.79 M), Sarah Ketterer ($320.25 M), Louis Moore Bacon ($31.39 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 17.1 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.5 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 $34.2 M.
Yes, 2 managers opened new positions in SW, and 3 increased their existing holdings. The total reported buy value was $78.69 M.