§ PACKAGING
USD · PackagingSW
SMURFIT WESTROCK PLC
USDSector · PackagingMarket cap · $20.6BBeta · 1.08
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 43.64HIGH 43.82LOW 42.5152W 32.73 — 52.65
EVENTSJUN 30 · EARNINGS −19.8%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
386 increased/new, 195 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 29.5 | P/B | 1.10 |
| EPS (TTM) | 1.33 | Dividend | 4.37% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 44.8M | 0.0% | +1% |
| Capital Research Global Investors | 39.0M | 0.2% | +8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 34.0M | n/a | n/a |
| State Street | 25.3M | 0.0% | +2% |
| Nuveen LLC | 24.6M | 0.3% | +10% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24.3M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER2.1% · 0 holders
OTHER35.0% · 454 holders
QUALITY / COMPOUNDER27.3% · 37 holders
DEALER / BANK17.7% · 60 holders
PASSIVE / INDEX15.4% · 11 holders
INCOME / DEFENSIVE1.6% · 36 holders
TACTICAL / MACRO0.6% · 3 holders
SYSTEMATIC / QUANT0.2% · 10 holders
DEEP VALUE0.0% · 1 holder
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SW in the last 180 days.