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NYSE · Consumer Discretionary

SMURFIT WESTROCK PLC SW

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box.

Sources StockAnalysis company profile stockanalysis.com
Containers/Packaging

Company profile

Business mix

  • The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box.
  • It produces linerboard and corrugated medium and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays.
  • The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets.
  • It markets its products through its own sales force, independent sales representatives, and independent distributors.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaging & containers?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 57.33 FCF 4.73% Buyback -15.48%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 1.1% $100.4M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $208.3M Estimated from net reduced shares
Net share change / base shares -67.5% -5,226,854 / 7,747,090
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -69.0% 13F value change -$236.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.9% 13F value change +$7.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,747,090 Last 2 periods -5,226,854 (-67.5%) Total shares 2,520,236 Value $100.4M

Recent mentions

No public mentions.