Billionaire George Soros Stock Portfolio: 5 Best Stocks to Buy

2. Smurfit Westrock Plc (NYSE:SW)

Soros’ Fund Management Stake Value: $100,431,405

On May 21, Barclays analyst Pallav Mittal lowered the firm’s price recommendation on Smurfit Westrock Plc (NYSE:SW) to $52 from $54. He reiterated an Overweight rating on the shares. The firm updated its models for the European paper and packaging sector following first-quarter earnings reports. According to the analyst, higher inflation could slow a recovery in volumes, while rising costs may pressure margins in the near term despite ongoing price increases. Barclays said Smurfit Westrock remains its preferred name in the sector, while Mondi is its least preferred.

On May 7, Morgan Stanley analyst Ioannis Masvoulas lowered the firm’s price goal on Smurfit Westrock to $57 from $60 and kept an Overweight rating on the stock. Following the company’s first-quarter results, the firm updated its model and reduced its 2026 EBITDA estimate by 3% to $5.06 billion. The analyst cited the first-quarter earnings miss and a softer outlook for the second quarter.

Smurfit Westrock Plc (NYSE:SW) is a multinational provider of sustainable fiber-based paper and packaging solutions. The company operates across Europe, the Middle East and Africa (MEA), Asia-Pacific (APAC), North America, and Latin America. Its network of mills and plants produces various grades of containerboard, which are converted into corrugated packaging within each segment or sold to third parties.