Position
Ruffer LLP 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 $3.44M$38.73 → $39.96
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.5M | $174.4M | — | — | — | 7.9% |
| Q1 2026 | 2.79M | $111.3M | $39.96 | $3.44M | −$66.5M | 4.6% |