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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $250.25 M.
Top institutional holders include Cliff Asness and Louis Moore Bacon.
Institutional sentiment is currently Bearish. This is evidenced by a $108.2 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 689.3%. Conversely, Steven Cohen reduced exposure by 84.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Packaging Corporation of America (PKG)
Major holders include Cliff Asness ($175.38 M), Louis Moore Bacon ($36.86 M), Joel Greenblatt ($17.76 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.16 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $108.2 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited PKG. The total reported sell value was $141.2 M.
Yes, 2 managers opened new positions in PKG, and 1 increased their existing holdings. The total reported buy value was $33.01 M.
