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LAKEWOOD CAPITAL MANAGEMENT, LP

Position in SW — Smurfit Westrock plc

CIK 1424381 New York, NY

Position in SW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$33,672,515
+$6,738,020 QoQ
Shares Held
727,897
+7.7% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#79
of 639 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SW Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $33,672,515 across 1 Packaging & Containers name. SW ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SW
Smurfit Westrock plc
This page
727,897 $33,672,515

All Filings in SW

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $33,672,515 727,897
2026-03-31 $26,934,495 675,897
2025-12-31 $45,835,434 1,185,297
2025-09-30 $49,393,843 1,160,297
2025-06-30 $50,066,815 1,160,297
2025-03-31 $52,282,982 1,160,297
2024-12-31 $62,493,596 1,160,297
2024-09-30 $54,154,287 1,095,797