Ruffer LLP SW — SMURFIT WESTROCK PLC

Ownership history in Ruffer LLP  ·  5 quarters on record

AI Ownership Summary

Ruffer LLP reported SMURFIT WESTROCK PLC (SW) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 8.68% in 2025 Q2. The latest visible filing shows SW at 7.94% 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 Ruffer LLP'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
2025 Q4

SW was reported at 7.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.68% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

SW stock page Ruffer LLP fund profile Ruffer LLP full holdings
How Ruffer LLP held SW — position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,504,151 +3,718,562 +473.3% 7.94% $174.4M 2026-02-14 (Est.) $51.11
2025 Q3 REDUCED 82.7% -9.2% ✅ 785,589 -3,759,121 -82.7% 1.86% $33.4M 2025-11-03 $36.25
2025 Q2 ADDED — — — 4,544,710 +4,536,410 +54655.5% 8.68% $196.1M 2025-07-16 $45.02
2024 Q4 REDUCED 99.8% -15.7% ✅ 8,300 -3,830,768 -99.8% 0.02% $447K 2025-02-07 $52.09
2024 Q3 INITIATED — — — 3,839,068 — — 6.05% $192.0M 2024-11-08 $50.24

🏢 Other funds also holding SW

As of 2026 Q1 — sorted by position size

Exane Asset Management 3Y 7Y 7.85% Verbena Value LP 7.02% Polaris Capital Management, LLC 3Y 7Y 4.46% AGMAN CAPITAL LLC 1.97% PATTEN & PATTEN INC/TN 3Y 7Y 1.86% Old North State Wealth Management, LLC 1.59% PARAGON CAPITAL MANAGEMENT INC 1.04% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.82% Sage Capital Advisors,llc 3Y 7Y 0.72% SWS Partners 3Y 7Y 0.68%

FAQ About Ruffer LLP and SW

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

How long has Ruffer LLP reported owning SW?

Ruffer LLP reported SW across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SW position in Ruffer LLP's portfolio?

The largest reported portfolio weight for SW was 8.68% in 2025 Q2.

What is the latest reported SW position on this page?

The most recent filing on this page is 2025 Q4, when Ruffer LLP reported 4,504,151 shares, equal to 7.94% of portfolio, with an estimated market value of $174.4M.

What does the chart on this SW ownership page compare?

The chart compares Ruffer LLP'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.

How well did Ruffer LLP time their SW position?

Based on 13F filing dates vs. subsequent SW price moves, Ruffer LLP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SW relative to SPY over the holding period was -9.6%.

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