Position
Fidelity in Smurfit Westrock Plc
Back to the book · All holders of SW
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $48.1M$39.85 → $46.26
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 11.1M | $430.4M | — | — | — | 0.0% |
| Q1 2026 | 10.1M | $402.2M | $39.85 | $11.9M | −$40.1M | 0.0% |
| Q2 2026 | 7.5M | $346.9M | $46.26 | $48.1M | −$103.3M | 0.0% |