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GPGI

Financials, filed as GPGI INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 5.1%
  • $260M
  • 1 new 1 exit

In 2026 Q2 Leon Cooperman opened a position in GPGI, while Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.1% (Leon Cooperman, Omega Advisors). Not free-float ownership.

  1. Leon Cooperman New 5.1%
  2. Starboard Value 1.8%

Who owns GPGI

Sorted by value, long equity only, as of 2026 Q2.

History
Leon Cooperman, Omega Advisors 5.1% New 5.1% 11,384,508 $180M History
Starboard Value 1.8% Hold 5,027,028 $80M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 33,406 $571K History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by GPGI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All GPGI insider trades
  • $2.1M bought by 6 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Thomas R. Knott See remarks
    Buy
    $995K 85,250 shares at $11.67 +194% to stake
    Traded Jun 11 Filed Jun 15
    ↗
  2. Kevin M Moriarty Director
    Buy
    $50K 3,956 shares at $12.64 +5.9% to stake
    Traded May 26 Filed May 28
    ↗
  3. Krishna Mikkilineni Director
    Buy
    $100K 8,106 shares at $12.34 +301% to stake
    Traded May 14 Filed May 15
    ↗
  4. Kurt Schoen See remarks
    Buy
    $50K 4,000 shares at $12.58 +0.7% to stake
    Traded May 13 Filed May 15
    ↗
  5. Rebecca Corbin Loree Director
    Buy
    $51K 3,925 shares at $12.87 +6.6% to stake
    Traded May 12 Filed May 14
    ↗
  6. Kurt Schoen See remarks
    Buy
    $51K 3,000 shares at $17.00 New stake
    Traded Mar 17 Filed Mar 18
    ↗
  7. John D. Cote Director
    Buy
    $99K 5,800 shares at $17.10 New stake
    Traded Mar 17 Filed Mar 18
    ↗
  8. Thomas R. Knott See remarks
    Buy
    $752K 44,000 shares at $17.08 New stake
    Traded Mar 17 Filed Mar 18
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 share withholdings for taxes, 9 stock grants, and 2 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
8-K 3.03,5.03,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A FORM DEF 14A Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

FY2025 revenue is not like-for-like with FY2024. The 10-K deconsolidated Holdings on February 28, 2025; after that date operating sales are equity-method earnings, not Revenue.

Metric FY2023 FY2024 FY2025
Revenue $390.63M $420.57M $59.82M
Gross profit $209.08M $219.23M $28.75M
Gross margin * 53.5% 52.1% 48.1%
Net income $19.24M -$53.72M -$136M
Net margin * 4.9% -12.8% -227.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $139.38M $173.9M $120.09M
Total non-current assets * $61.66M $300.02M $397.18M
Total assets $201.04M $473.92M $517.27M
Total current liabilities $40.91M $76.32M $18.97M
Total non-current liabilities * $365.9M $541.04M $255.16M
Total equity -$802.36M -$143.45M $243.14M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $104.31M $129.55M -$22.88M
Cash from investing -$10.94M -$9.94M -$60.69M
Cash from financing -$65.79M -$83.36M $120.75M
Net change in cash $27.57M $36.24M $37.18M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.