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SW
7 quarters

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

Orbis Allan Gray Ltd holds 13.8M shares of SW (SMURFIT WESTROCK PLC), worth $548.9M as of 2026-Q1. The position was decreased (-1.3% shares). SW represents 2.3% of Orbis Allan Gray Ltd's portfolio.

Current Value

$548.9M

Current Shares

13.8M

Total Value Change

+$536.3M

Total Shares Change

+13.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
13.8M
-1.3%
$548.9M2.3%$45.20
0
2025-Q4
Decreased
14M
-26.3%
$539.7M2.3%$38.84
0
2025-Q3
Increased
18.9M
+3.0%
$806.7M3.5%$42.21
60
2025-Q2
Increased
18.4M
+81.9%
$794M3.9%$42.64
90
2025-Q1
Increased
10.1M
+74.8%
$455.7M2.6%$43.66
81
2024-Q4
Increased
5.8M
+2160.3%
$311.6M1.7%$52.19
79
2024-Q3
New
255,925
-
$12.6M0.1%$48.46
39

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

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