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Smurfit WestRock shares owned by Recurrent Investment Advisors

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by Recurrent Investment Advisors from 13F filings

Historical chart of Recurrent Investment Advisors investment in Smurfit WestRock

Tip: Access up to 7 years of quarterly data

All positions including Smurfit WestRock held by Recurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by Recurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $473k 12k 38.67
2025-03-31 $531k 12k 45.06
2024-12-31 $2.0M 37k 53.86
2024-09-30 $912k 19k 49.42