Billionaire Jacob Rothschild’s RIT Capital Partners: 9 Stocks with Huge Upside Potential

2. Smurfit Westrock Plc (NYSE:SW)

Upside Potential: 40.24%

Number of Hedge Fund Holders: 42

Share price return between July 1 and October 6: -12.08%

RIT Capital Partners holds $19,839,800 worth of Smurfit Westrock Plc (NYSE:SW) shares, representing 2.49% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential.

On October 6, 2025, Seaport Global Securities upgraded Smurfit Westrock Plc (NYSE:SW) from “Neutral” to “Buy,” setting a $52 price target.

The investment firm believes Smurfit Westrock Plc (NYSE:SW)’s share price decline in 2025 so far incorporates investor concerns about European containerboard capacity expansion. Citing capacity closures, which are expected to increase due to poor profitability and strategic actions, Seaport also highlighted improving prospects for European recycled containerboard medium (RCCM) pricing.

Looking ahead, the investment firm has set high hopes for valuation multiple expansion once Smurfit Westrock Plc (NYSE:SW) presents its five-year strategy plan in February 2026. With this presentation, the company is expected to outline $400 million in initial synergies, asset repositioning, cost reductions, and commercial growth opportunities within its North American box business.

Smurfit Westrock Plc (NYSE:SW) is engaged in the development and supply of packaging solutions globally, offering corrugated boards, solid boards, and hexacomb packaging for industrial and consumer applications. It is included in Jacob Rothschild’s RIT Capital Partners’  Stock Portfolio.