Smurfit Westrock Plc (SW): A Bull Case Theory
We came across a bullish thesis on Smurfit Westrock Plc on The Forward Ledger’s Substack by Rosen Nedev. In this article, we will summarize the bulls’ thesis on SW.
Smurfit Westrock Plc (SW)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 18,948,827 | $806,651,566 | +3% | 3.46% |
| 2. | Soros Fund Management George Soros | 7,747,090 | $329,793,621 | +4% | 4.7% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 4,882,947 | $207,867,054 | +59% | 0.21% |
| 4. | Millennium Management Israel Englander | 2,903,516 | $123,602,676 | +107% | 0.05% |
| 5. | Polaris Capital Management Bernard Horn | 1,742,660 | $74,185,036 | -2% | 4.87% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.21 | 15,180 | $595,181.99 | 54,893 | 2025-05-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.90 | 4,000 | $215,604.00 | 44,361 | 2025-02-24 | Filing | |
| $55.06 | 24,225 | $1,333,828.50 | 111,458 | 2025-02-19 | Filing | |
| $55.04 | 78,000 | $4,293,120.00 | 1,504,545 | 2025-02-19 | Filing | |
| $48.44 | 491 | $23,784.04 | 19,033 | 2024-07-29 | Filing | |
| $54.84 | 25,000 | $1,371,000.00 | 149,911 | 2024-12-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 61,472,045 | $2,616,222,149 | 0.04% | |
| 2. | 43,544,344 | $1,853,682,725 | 0.03% | |
| 3. | 27,531,119 | $1,171,999,736 | 0.22% | |
| 4. | 23,806,914 | $1,013,473,758 | 0.04% | |
| 5. | 23,530,785 | $1,001,705,519 | 0.26% |
News See All
Here’s Why SCCMS Enhanced Equity Income Fund Added Smurfit WestRock (SW) to Its Portfolio
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” third-quarter investor letter.
Smurfit Westrock (SW) Raises $1.3 Billion in Notes Amid Positive Analyst Outlook
Smurfit Westrock Plc (NYSE:SW) is one of the best falling stocks to buy, according to Wall Street analysts.
11 Best Falling Stocks to Buy According to Wall Street Analysts
US equity markets are at all-time highs heading into 2026, propelled by an improving monetary policy outlook and an artificial intelligence boom.
Smurfit Westrock Plc (NYSE:SW) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Smurfit Westrock 2025 Q3 Results Webcast and Conference Call.
Seaport Global Securities Upgrades Smurfit Westrock Plc (SW) from “Neutral” to “Buy,” Sets $52 PT
RIT Capital Partners holds $19,839,800 worth of Smurfit Westrock Plc (NYSE:SW) shares, representing 2.49% of its portfolio.
Billionaire Jacob Rothschild's RIT Capital Partners: 9 Stocks with Huge Upside Potential
RIT Capital Partners, one of the United Kingdom’s largest investment trusts, was founded and formerly chaired by Jacob Rothschild, a British billionaire and veteran investment banker.
JPMorgan Raises Smurfit Westrock (SW) PT to $61 Amid Q3 2025 Earnings Outlook
Smurfit Westrock (NYSE:SW) is one of the cheap stocks to buy for the next 5 years.
What Does Wall Street Think About Smurfit Westrock Plc (SW)?
Smurfit Westrock Plc (NYSE:SW) is one of the best most oversold large cap stocks so far in 2025.
13 Most Oversold Large Cap Stocks So Far in 2025
On September 30, Richard Saperstein, Treasury Partners Founding Principal and CIO, appeared on CNBC’s ‘Closing Bell’ to talk about whether stocks will move higher between now and the end of the ...
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