Marathon Asset Management Ltd SW β€” SMURFIT WESTROCK PLC

Ownership history in Marathon Asset Management Ltd  Β·  3 quarters on record

AI Ownership Summary

Marathon Asset Management Ltd reported SMURFIT WESTROCK PLC (SW) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows SW at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Asset Management Ltd's position in SMURFIT WESTROCK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SW was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marathon Asset Management Ltd held SW β€” position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 302,940 +36,109 +13.5% 0.46% $12.1M 2026-04-24 $39.96
2025 Q4 ADDED β€” β€” β€” 266,831 +23,465 +9.6% 0.40% $10.3M 2026-02-06 $43.75
2025 Q3 INITIATED β€” β€” β€” 243,366 β€” β€” 0.38% $10.4M 2025-10-17 $41.04

FAQ About Marathon Asset Management Ltd and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marathon Asset Management Ltd reported owning SW?

Marathon Asset Management Ltd reported SW across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SW position in Marathon Asset Management Ltd's portfolio?

The largest reported portfolio weight for SW was 0.46% in 2026 Q1.

What is the latest reported SW position on this page?

The most recent filing on this page is 2026 Q1, when Marathon Asset Management Ltd reported 302,940 shares, equal to 0.46% of portfolio, with an estimated market value of $12.1M.

What does the chart on this SW ownership page compare?

The chart compares Marathon Asset Management Ltd's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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