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SW · Consumer Cyclical · Packaging & Containers · Market cap $22.09B

2 funds in our archive have pitched Smurfit Westrock — most recently Brown Advisory Large Cap Sustainable Value in September 2025.

Company profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box. It also produces linerboard and corrugated medium, paperboard, and non-packaging grades of paper, as well as converted products, such as folding cartons and corrugated boxes, and other products; recycled paper-based packaging products; and packaging machinery. The company primarily serves food and beverage, e-commerce, retail, consumer goods, industrial, and foodservice markets. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

Fund coverage · 2 theses

  • Brown Advisory Large Cap Sustainable Value
    September 2025

    Smurfit Westrock is a leading packaging company undergoing a transformation that presents significant value opportunities due to its management's operational discipline, the potential for "self help," and a strong focus on sustainability amidst industry changes.

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  • Schafer Cullen Enhanced Equity Income
    September 2025

    Smurfit WestRock is well-positioned for growth as a global leader in paper-based packaging, benefiting from synergies post-merger, operational improvements, and rising demand for sustainable solutions in e-commerce.

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