David Einhorn's GPK Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 8.42 M shares of Graphic Packaging Holding Company (GPK) worth $126.73 M, representing 4.45% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, David Einhorn has maintained a strategic position in GPK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 3.71 M shares. Largest reduction occurred in Q1 2024, reducing 739,970 shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Graphic Packaging Holding Company (GPK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Graphic Packaging Holding Company (GPK) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3.71 M | Add 78.82% | 8.42 M | $15.06 |
| Q2 2025 | +3.66 M | Add 349.43% | 4.71 M | $21.07 |
| Q3 2024 | -349,030 | Reduce 25.00% | 1.05 M | $29.59 |
| Q2 2024 | -400,000 | Reduce 22.27% | 1.4 M | $26.21 |
| Q1 2024 | +1.8 M | Add 0.00% | 1.8 M | $29.18 |
| Q4 2023 | +614,490 | Add 31.98% | 2.54 M | $24.65 |
| Q3 2023 | +153,930 | Add 8.71% | 1.92 M | $22.28 |
| Q2 2023 | +700,010 | Add 65.56% | 1.77 M | $24.03 |
| Q4 2022 | +235,400 | Add 28.28% | 1.07 M | $22.25 |
| Q3 2021 | -15,230 | Reduce 1.80% | 832,270 | $19.04 |
| Q2 2021 | +847,500 | New Buy | 847,500 | $18.14 |
David Einhorn's Graphic Packaging Holding Company Investment FAQs
David Einhorn first purchased Graphic Packaging Holding Company (GPK) in Q2 2021, acquiring 847,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Graphic Packaging Holding Company (GPK) for 19 quarters since Q2 2021.
David Einhorn's largest addition to Graphic Packaging Holding Company (GPK) was in Q4 2025, adding 8,415,110 shares worth $126.73 M.
According to the latest 13F filing for Q4 2025, David Einhorn's firm, Dme Capital Management, Lp, owns 8,415,110 shares of Graphic Packaging Holding Company (GPK), valued at approximately $126.73 M.
As of the Q4 2025 filing, Graphic Packaging Holding Company (GPK) represents approximately 4.45% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Graphic Packaging Holding Company (GPK) was 8,415,110 shares, as reported at the end of Q4 2025.