Which hedge funds own SW? SMURFIT WESTROCK PLC, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in SW (SMURFIT WESTROCK PLC) in their Q2 2026 13F filings, worth $996.8m in total. The largest holder by portfolio weight is Trinity Street Asset Management LLP at 12.5% of its book. 11 opened a new position this quarter: Trinity Street Asset Management LLP, Heights Point Management, LP, Maple Rock Capital Partners Inc., Albar Capital Partners LLP. 12 exited: Lombard Odier Asset Management (USA) Corp, Slate Path Capital LP, Schonfeld Strategic Advisors LLC.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $483m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $30.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $997m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lombard Odier Asset Management (USA) Corp | 0.7% | $1.3m |
| Slate Path Capital LP | 0.1% | $7.4m |
| Schonfeld Strategic Advisors LLC | 0.09% | $10.5m |
| AlphaGrep UK Ltd | 0.09% | $290k |
| Patton Fund Management, Inc. | 0.04% | $263k |
| Mangrove Partners IM, LLC | 0.04% | $473k |
| Twinbeech Capital LP | 0.03% | $267k |
| Concentric Capital Strategies, LP | 0.03% | $294k |
| Oak Thistle LLC | 0.02% | $216k |
| Marshall Wace, LLP | 0.01% | $7.9m |
| Verition Fund Management LLC | 0.01% | $712k |
| D. E. Shaw & Co., Inc. | 0.0% | $1.2m |
Ownership over time
Who discovered SW first? Beta
| Polar Capital Holdings Plc high conviction | Q3 2024 | +1.4 pts |
| Holowesko Partners Ltd. high conviction | Q3 2024 | +1.1 pts |
| Riposte Capital LLC high conviction | Q3 2024 | +0.5 pts |
| Redwood Grove Capital, LLC high conviction | Q3 2024 | +0.1 pts |
| Lakewood Capital Management, LP high conviction | Q3 2024 | −0.8 pts |
| Soros Fund Management high conviction | Q3 2024 | −1.0 pts |
| Lansdowne Partners (UK) LLP high conviction | Q3 2024 | −1.3 pts |
| Incentive AS high conviction | Q4 2024 | −19.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.