SW — SMURFIT WESTROCK PLC

Ownership history in PATTEN & PATTEN INC/TN  ·  6 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN 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.

Peak position
3.49% (2024 Q4)
Avg. % of fund
2.75%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 775,730 -170,455 -18.0% 1.76% $30.0M $38.33
2025 Q3 REDUCED 946,185 -3,853 -0.4% 2.37% $40.3M $42.20
2025 Q2 REDUCED 950,038 -30,302 -3.1% 2.65% $41.0M $42.35
2025 Q1 REDUCED 980,340 -1,850 -0.2% 2.96% $44.2M $43.82
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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