SW — SMURFIT WESTROCK PLC

Ownership history in MATHER GROUP, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SMURFIT WESTROCK PLC (SW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,288 -299 -18.8% 0.00% $55K $42.20
2025 Q1 ADDED 1,587 +511 +47.5% 0.00% $72K $43.82
2024 Q4 ADDED 1,076 +580 +116.9% 0.00% $58K $51.96
2024 Q3 INITIATED 496 — — 0.00% $25K $47.39
% of Fund (quarterly)    SW price (monthly, adj. close)

Other funds also holding SW

As of 2025 Q4 — sorted by position size

Incentive AS 100.0% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 10.18% Ruffer LLP 3Y 7Y 7.94% Holowesko Partners Ltd. 3Y 7Y 6.02% Exane Asset Management 3Y 7Y 5.4% Polaris Capital Management, LLC 3Y 7Y 4.64% Redwood Grove Capital, LLC 3Y 4.54% Access Investment Management LLC 3.79% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 3.03% SYCOMORE ASSET MANAGEMENT 3Y 7Y 2.98%
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