Smurfit Westrock Plc
US ˙ NYSE ˙ IE00B1RR8406

SecuritySW / Smurfit Westrock Plc
InstitutionFranklin Resources Inc
Latest Disclosed Ownership12,932,618 shares
Latest Disclosed Value $ 515,725,466
Franklin Resources Inc reports 89.15% increase in ownership of SW / Smurfit Westrock Plc

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 12,932,618 shares of Smurfit Westrock Plc (US:SW) valued at $515,364,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,837,314 shares of Smurfit Westrock Plc. This represents a change in shares of 89.15% during the quarter. The current value of the position is $544,721,870 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SMURFIT WESTROCK SHS G8267P108 12,932,618 6,095,304 89.15 515,725 95.41 0.0205
2026-02-11 2025-12-31 13F SMURFIT WESTROCK SHS G8267P108 6,837,314 -4,515,826 -39.78 263,919 -45.35 0.0648
2025-11-13 2025-09-30 13F SMURFIT WESTROCK SHS G8267P108 11,353,140 5,511,887 94.36 482,917 91.47 0.1204
2025-08-12 2025-06-30 13F SMURFIT WESTROCK SHS G8267P108 5,841,253 884,912 17.85 252,216 13.26 0.0669
2025-05-13 2025-03-31 13F SMURFIT WESTROCK SHS G8267P108 4,956,341 1,368,344 38.14 222,688 15.09 0.0641
2025-02-12 2024-12-31 13F SMURFIT WESTROCK SHS G8267P108 3,587,997 -684,938 -16.03 193,495 -2.40 0.0537
2024-11-27 2024-09-30 13F/A-1 SMURFIT WESTROCK SHS G8267P108 4,272,935 4,272,935 198,258 0.0557
2024-11-12 2024-09-30 13F SMURFIT WESTROCK SHS G8267P108 4,272,935 4,272,935 198,258 0.0096
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.