What smart money is saying about Smurfit WestRock
2 funds in our archive have pitched Smurfit WestRock, most recently Schafer Cullen Enhanced Equity Income in September 2025.
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.
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Position history
Between Q1 2025 and Q3 2026, 10 fund letters reported a position in Smurfit WestRock, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 0 | 0 |
| Q2 2026 | 4 | 0 | 1 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 3 moves
- September 2026
Listed in Brown Advisory Large-Cap Sustainable Value Strategy’s reported holdings.
Smurfit WestRock - HoldsWS Ruffer Total Return FundJuly 2026
Listed in WS Ruffer Total Return Fund’s reported holdings.
Smurfit WestRock - HoldsRuffer Total Return FundJuly 2026
Listed in Ruffer Total Return Fund’s reported holdings.
Smurfit WestRock - July 2026
“The most important number for Smurfit WestRock is the price per ton of cardboard, and it just moved in the right direction.”
Smurfit WestRock - June 2026
Listed in Brown Advisory U.S. Value Fund’s reported holdings.
Smurfit WestRock - HoldsPolaris Capital Management Global Equity CompositeJune 2026
“One sector bright spot: Smurfit Westrock rebounded after delisting from the London Stock Exchange, eliminating dual-regulatory costs and consolidating liquidity onto the New York Stock Exchange.”
Smurfit WestRock - June 2026
“We sold two positions during the quarter: Sodexo SA and Partners Group Holding AG.”
Smurfit WestRock - HoldsPolaris Capital Management International Equity CompositeJune 2026
“One sector bright spot: Smurfit Westrock rebounded after delisting from the London Stock Exchange, eliminating dual-regulatory costs and consolidating liquidity onto the New York Stock Exchange.”
Smurfit WestRock - New positionBroyhill AMMarch 2026
“We initiated a new position in Smurfit WestRock with proceeds from Ball, as we suspect continued capacity tightening and additional pricing will drive mid-term results well above guidance and current consensus.”
Smurfit WestRock - New positionVulcan VPMarch 2025
“We purchased three positions during the quarter: Sodexo SA, Jones Lang LaSalle Inc., and TPG Inc.”
Smurfit WestRock
Also mentioned · 1
These funds discuss Smurfit WestRock as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedCambiar International Equity FundMarch 2026
“Yet AI cannot be a substitute for exploration & production companies in the oil patch, replace a national rail/freight transportation network, or serve as an alternative to corrugated containers produced by Smurfit Westrock. These ‘hard assets’ also have more defensive terminal values vs.”
Smurfit WestRock
Fund coverage · 2 theses
- Schafer Cullen Enhanced Equity IncomeSeptember 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.
Read the full thesis - Brown Advisory Large Cap Sustainable ValueSeptember 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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