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Packaging Corporation of America

PKG Consumer Discretionary
$248 $-0.92 (-0.37%)
Market Cap: $21.96 B
Gurus Holding
5
Popularity Rank
#1974
% of Shares Held
0.63%
Net Activity (Q2 2026)
-$4.44 M

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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $139.44 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.44 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 864.4%. Conversely, Cliff Asness reduced exposure by 22.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$23.3 M
Total Buy Value
New Buys 1
Additions 3
-$27.74 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Packaging Corporation of America (PKG)

Major holders include Cliff Asness ($87.56 M), Joel Greenblatt ($34.52 M), Paul Tudor Jones ($6.6 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 562,262 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.44 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited PKG. The total reported sell value was $27.74 M.

Yes, 1 managers opened new positions in PKG, and 3 increased their existing holdings. The total reported buy value was $23.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -22.4% 369,579 $87.56 M Q2 2026
0.08% Add 68.9% 144,889 $34.52 M Q2 2026
0.01% Add 254.2% 27,709 $6.6 M Q2 2026
0.04% Add 864.4% 12,219 $2.91 M Q2 2026
0.00% New Buy 7,866 $1.87 M Q2 2026
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