Sarah Ketterer’s Fund Adds Smurfit WestRock PLC to Top 15 Portfolio Positions
Sarah Ketterer’s WestPeak fund initiated a new stake in Smurfit WestRock PLC in the latest 13F filing, elevating it into the portfolio’s top 15 equity holdings. The move underscores her bullish view on Smurfit WestRock’s ability to leverage rising packaging demand in emerging markets.
1. Portfolio Adjustment
In the most recent quarterly filing, portfolio manager Sarah Ketterer opened a position in Smurfit WestRock PLC, marking its entry into her fund’s top 15 equity holdings. This purchase reflects her confidence in the company’s prospects to capture growth from accelerating packaging demand across emerging markets.
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