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SW

Smurfit Westrock Plc

Sector: consumer cyclicalPackaging & ContainersNYSEMarket Cap: $25.45B

Smurfit Westrock is a containerboard and corrugated-packaging manufacturer with minimal direct government dependence but exposure to trade policy and environmental regulation.

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Govt Dependence
5/100
Regulatory Density
35/100
Lobbying Intensity
8/100
Political Signal
LOW

BusinessWhat SW does

Smurfit Westrock manufactures containerboard, corrugated containers, and packaging solutions for food, beverage, e-commerce, and industrial customers. Revenue is primarily from commercial sales to private enterprises; the company has no material government contracts or regulated-rate revenue streams.

12 months past · 3 months futureSW activity timeline

$53$43$32 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $51.84 hi $32.79 lo $46.51 CONGRESS 5 INSIDERS 0 13F FUNDS 23 BILLS 0 Gilbert Ray Cisneros (D) · Purchase · 2025-11-18 Soros Fund Management · holds $100431M · 2026-03-31Soros Fund Management · holds $330M · 2025-09-30Millennium Management · + $124M · 2025-09-30Citadel Advisors · + $104M · 2025-12-31Soros Fund Management · - $93M · 2025-12-31Citadel Advisors · - $40M · 2025-09-30Millennium Management · - $13M · 2025-12-31D.E. Shaw & Co. · OPENED · 2025-12-31
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
243 trading days · 1 congressional trades shown · 0 insider buys · 8 13F filings · 0 past bill actions · 0 upcoming markups

Executive Branch ConflictsSW held by Trump-administration officials

Lifetime Government AwardsSW federal contracts

SW doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding SW

$100.55B
Total SW held by tracked 13F funds
4
Funds with SW positions
+1
Funds opened this quarter
Soros Fund Management $100.43B holds 2026-03-31
Citadel Advisors $104M +188% 1 overlap 2025-12-31
Millennium Management $13M -88% 2025-12-31
D.E. Shaw & Co. $314K opened 1 overlap 2025-12-31

Politicians Trading SWMembers of Congress with recent SW positions

2 politicians traded SW across 3 disclosed transactions totaling $24K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SW). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SW

2025-11-18 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-04-01 Julie Johnson D-Texas · house Sale $1,001 - $15,000
2025-04-01 Julie Johnson D-Texas · house sale $1,001 - $15,000
2024-08-02 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-08-02 Ro Khanna D-California · house sale $1,001 - $15,000
5+ trades on file · most recent 2025-12-15

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

Inflation Reduction Act (IRA) clean energy/recycling provisionsUSMCA tariff rulesEPA recycled-content mandates

Political ProfileWhere SW sits in Washington

Smurfit Westrock is a commodity-exposed cyclical business with minimal direct regulatory or government-revenue exposure. Stock movement is driven primarily by macroeconomic conditions, input costs, and customer demand rather than legislative events.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • EPA recycled-content standards
  • state plastic-reduction mandates
  • carbon border adjustment mechanisms

Regulatory opportunities

  • IRA tax credits for recycled-fiber capacity
  • sustainable-packaging procurement incentives
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Frequently AskedAbout SW & political exposure

Does Smurfit Westrock Plc (SW) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Smurfit Westrock Plc. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own SW stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in SW on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded SW stock?
5 congressional trades by 3 unique members of Congress, most recently on 2025-11-18. See the Congressional Trading panel for politician-by-politician breakdown.
What is SW political risk profile?
Government dependence: 5/100. Lobbying intensity: 8/100. Political signal: low.
How does GovGreed track SW political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SW data is updated daily from these official federal sources.