LANSDOWNE PARTNERS (UK) LLP: SMURFIT WESTROCK PLC (SW): Quarterly 13F Position History
As of Q1 2026, LANSDOWNE PARTNERS (UK) LLP reported 1,870,219 shares of SMURFIT WESTROCK PLC (SW), worth $74.5M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 1,612,995 (+627.1%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 1,870,219Shares Held (Latest Filing)
- $74.5MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- +1,612,995Quarter-over-Quarter Share Change
- +$64.6MQuarter-over-Quarter Value Change
- 5,092,557Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,870,219 | +1,612,995 | +627.1% | $74.5M | 4.0% | $39.9 |
| Q4 2025 | 257,224 | 1,028,887 | -80.0% | $9.9M | 0.7% | $38.7 |
| Q3 2025 | 1,286,111 | 17,945 | -1.4% | $54.7M | 4.5% | $42.6 |
| Q2 2025 | 1,304,056 | 625,896 | -32.4% | $56.3M | 7.3% | $43.1 |
| Q1 2025 | 1,929,952 | 2,224,279 | -53.5% | $87.0M | 12.3% | $45.1 |
| Q4 2024 | 4,154,231 | 938,326 | -18.4% | $223.7M | 16.3% | $53.9 |
| Q3 2024 | 5,092,557 | — | — | $251.7M | 19.7% | $49.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LANSDOWNE PARTNERS (UK) LLP first disclose a SW position in 13F-HR filings?
LANSDOWNE PARTNERS (UK) LLP first reported SMURFIT WESTROCK PLC (SW) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was LANSDOWNE PARTNERS (UK) LLP's most recent quarter-over-quarter share-count change in SW?
Between Q4 2025 and Q1 2026, LANSDOWNE PARTNERS (UK) LLP added 1,612,995 shares of SW (+627.1%), bringing the total reported position to 1,870,219 shares at a market value of $74.5M.
Does the implied price-per-share represent LANSDOWNE PARTNERS (UK) LLP's cost basis in SW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.