Guru Ownership Trend
Guru Analysis for Packaging Corporation of America (PKG)
Packaging Corporation of America (PKG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $133 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bearish. This is evidenced by a $121.56 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 44.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Packaging Corporation of America (PKG)
Major holders include Cliff Asness ($100.41 M), Joel Greenblatt ($18.21 M), Paul Tudor Jones ($1.66 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 582,765 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $121.56 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited PKG. The total reported sell value was $125.13 M.
Yes, 2 managers opened new positions in PKG, and 2 increased their existing holdings. The total reported buy value was $3.58 M.
