SEC 13F Intelligence

Thompson Siegel & Walmsley LLC / SW

Thompson Siegel & Walmsley LLC’s Smurfit Westrock PLC Position

Does Thompson Siegel & Walmsley LLC own Smurfit Westrock PLC (SW)? Yes — 2.45M shares worth $97M (+1.71% of its 13F portfolio) as of Q1 2026, down from 2.55M shares the prior filed quarter.

Position Value
$97M
Q1 2026
Shares
2.45M
% of Portfolio
+1.71%
Quarters Held
7
currently held

Position History SW

Reported value by quarter
Q3 ’24: $129MQ3 ’24Q4 ’24: $108MQ4 ’24Q1 ’25: $85MQ1 ’25Q2 ’25: $79MQ2 ’25Q3 ’25: $104MQ3 ’25Q4 ’25: $99MQ4 ’25Q1 ’26: $97MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.45M$97M+1.71%
Q4 20252.55M$99M+1.66%
Q3 20252.45M$104M+1.68%
Q2 20251.83M$79M+1.31%
Q1 20251.89M$85M+1.43%
Q4 20242.01M$108M+1.68%
Q3 20242.62M$129M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thompson Siegel & Walmsley LLC’s full portfolio or all institutional holders of SW.