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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.04 B.
Top institutional holders include Sarah Ketterer and Cliff Asness.
Notably, Sarah Ketterer has expressed high conviction in this stock, allocating 7.61% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $199.39 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 6.6%. Conversely, Sarah Ketterer reduced exposure by 18.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Smurfit Westrock Plc (SW)
Major holders include Sarah Ketterer ($620.31 M), Cliff Asness ($198.25 M), George Soros ($100.43 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 24.06 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $199.39 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited SW. The total reported sell value was $206.02 M.
Yes, 0 managers opened new positions in SW, and 3 increased their existing holdings. The total reported buy value was $6.63 M.
