Joel Greenblatt's PKG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 86,106 shares of Packaging Corporation of America (PKG) worth $17.76 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in PKG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 258,240 shares. Largest reduction occurred in Q1 2017, reducing 242,535 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Packaging Corporation of America (PKG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Packaging Corporation of America (PKG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -153,536 | Reduce 64.07% | 86,106 | $206.23 |
| Q3 2025 | +67,919 | Add 39.55% | 239,642 | $217.93 |
| Q2 2025 | +92,685 | Add 117.27% | 171,723 | $188.45 |
| Q1 2025 | +23,343 | Add 41.91% | 79,038 | $198.02 |
| Q4 2024 | +1,267 | Add 2.33% | 55,695 | $225.13 |
| Q3 2024 | -10,955 | Reduce 16.76% | 54,428 | $215.40 |
| Q2 2024 | +10,123 | Add 18.32% | 65,383 | $182.56 |
| Q1 2024 | -1,291 | Reduce 2.28% | 55,260 | $189.78 |
| Q4 2023 | -9,483 | Reduce 14.36% | 56,551 | $162.91 |
| Q3 2023 | +10,899 | Add 19.77% | 66,034 | $153.55 |
| Q2 2023 | -2,564 | Reduce 4.44% | 55,135 | $132.16 |
| Q1 2023 | +20,518 | Add 55.18% | 57,699 | $138.83 |
| Q4 2022 | -4,643 | Reduce 11.10% | 37,181 | $127.91 |
| Q3 2022 | +33,585 | Add 407.63% | 41,824 | $112.28 |
| Q2 2022 | +4,133 | Add 100.66% | 8,239 | $137.52 |
| Q1 2022 | -5,961 | Reduce 59.21% | 4,106 | $156.11 |
| Q4 2021 | +7,343 | Add 269.57% | 10,067 | $136.19 |
| Q3 2021 | +264 | Add 10.73% | 2,724 | $137.30 |
| Q2 2021 | -2,018 | Reduce 45.06% | 2,460 | $135.37 |
| Q1 2021 | +4,478 | New Buy | 4,478 | $134.44 |
| Q3 2020 | -22,813 | Sold Out | 0 | $0.00 |
| Q2 2020 | -20,043 | Reduce 46.77% | 22,813 | $99.81 |
| Q1 2020 | -61,642 | Reduce 58.99% | 42,856 | $86.83 |
| Q4 2019 | +15,958 | Add 18.02% | 104,498 | $111.99 |
| Q3 2019 | -17,336 | Reduce 16.37% | 88,540 | $106.10 |
| Q2 2019 | +56,246 | Add 113.33% | 105,876 | $95.32 |
| Q1 2019 | -12,294 | Reduce 19.85% | 49,630 | $99.38 |
| Q4 2018 | +58,354 | Add 1634.57% | 61,924 | $83.46 |
| Q3 2018 | +3,570 | New Buy | 3,570 | $109.80 |
| Q2 2018 | -6,016 | Sold Out | 0 | $0.00 |
| Q1 2018 | -126,946 | Reduce 95.48% | 6,016 | $112.70 |
| Q4 2017 | -21,593 | Reduce 13.97% | 132,962 | $120.55 |
| Q3 2017 | +143,823 | Add 1340.13% | 154,555 | $114.68 |
| Q2 2017 | -8,708 | Reduce 44.79% | 10,732 | $111.35 |
| Q1 2017 | -242,535 | Reduce 92.58% | 19,440 | $91.62 |
| Q4 2016 | -73,309 | Reduce 21.86% | 261,975 | $84.82 |
| Q3 2016 | -173,039 | Reduce 34.04% | 335,284 | $81.26 |
| Q2 2016 | +73,522 | Add 16.91% | 508,323 | $66.93 |
| Q1 2016 | +258,240 | Add 146.26% | 434,801 | $60.40 |
| Q4 2015 | +23,810 | Add 15.59% | 176,561 | $63.05 |
| Q3 2015 | +147,476 | Add 2795.75% | 152,751 | $60.16 |
| Q2 2015 | -122,572 | Reduce 95.87% | 5,275 | $62.56 |
| Q1 2015 | +127,847 | New Buy | 127,847 | $78.19 |
| Q4 2014 | -27,620 | Sold Out | 0 | $0.00 |
| Q3 2014 | -486 | Reduce 1.73% | 27,620 | $63.83 |
| Q2 2014 | -12,608 | Reduce 30.97% | 28,106 | $71.48 |
| Q1 2014 | -79,704 | Reduce 66.19% | 40,714 | $70.37 |
| Q4 2013 | +14,217 | Add 13.39% | 120,418 | $63.28 |
| Q3 2013 | -1,595 | Reduce 1.48% | 106,201 | $57.09 |
| Q2 2013 | +107,797 | Add 0.00% | 107,796 | $48.96 |
Joel Greenblatt's Packaging Corporation of America Investment FAQs
Joel Greenblatt first purchased Packaging Corporation of America (PKG) in Q2 2013, acquiring 107,796 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Packaging Corporation of America (PKG) for 50 quarters since Q2 2013.
Joel Greenblatt's largest addition to Packaging Corporation of America (PKG) was in Q1 2016, adding 434,801 shares worth $26.26 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 86,106 shares of Packaging Corporation of America (PKG), valued at approximately $17.76 M.
As of the Q4 2025 filing, Packaging Corporation of America (PKG) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Packaging Corporation of America (PKG) was 508,323 shares, as reported at the end of Q2 2016.