Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

SWSW
8 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in SMURFIT WESTROCK PLC

Orbis Allan Gray Ltd holds 5.9M shares of SW (SMURFIT WESTROCK PLC), worth $272.1M as of 2026-Q2. The position was decreased (-57.3% shares). SW represents 0.9% of Orbis Allan Gray Ltd's portfolio.

Current Value

$272.1M

Current Shares

5.9M

Total Value Change

+$259.4M

Total Shares Change

+5.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.9M
-57.3%
$272.1M0.9%$45.84
0
2026-Q1
Decreased
13.8M
-1.3%
$548.9M2.3%$39.04
0
2025-Q4
Decreased
14M
-26.3%
$539.7M2.3%$37.56
0
2025-Q3
Increased
18.9M
+3.0%
$806.7M3.5%$41.34
60
2025-Q2
Increased
18.4M
+81.9%
$794M3.9%$41.49
90
2025-Q1
Increased
10.1M
+74.8%
$455.7M2.6%$42.93
81
2024-Q4
Increased
5.8M
+2160.3%
$311.6M1.7%$50.91
79
2024-Q3
New
255,925
-
$12.6M0.1%$46.43
39

Other major holders of SW: VANGUARD GROUP INC, Polar Capital Holdings Plc

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