Follow-The-Filings

Security

PKG

Packaging Corp. Amer · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 3 exits max 0.4% (Harry Burn - Sound Shore ...)

grid → activity →
owners 13
max % 0.4%
tracked value $3.1B
qoq N 2 A 4 R 4 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Harry Burn - Sound Shore Management Inc. /CT/ 2026 Q1 0.4% New 0.4% 54,750 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.06 pp 1,115,665 $237M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.18 pp 270,287 $57M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.01 pp 85,807 $18M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.05 pp 476,131 $100M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 11,279,442 $2.3B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 1,152,348 $238M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 113,365 $24M hist
Ancora Advisors LLC 2026 Q1 0.0% — 4,611 $979 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 286,969 $61M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 36,011 $8M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 6,981 $1M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 5,900 $1M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 42,479 $9M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 17,984 $4M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,516 $519 hist

13 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.8B $8.38B $8.99B
Gross profit $1.7B $1.78B $1.89B
Gross margin * 21.8% 21.3% 21.0%
Net income $765.2M $805.1M $774.1M
Net margin * 9.8% 9.6% 8.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.25B $3.23B $3.21B
Total non-current assets * $5.43B $5.6B $7.51B
Total assets $8.68B $8.83B $10.73B
Total current liabilities $1.27B $1B $1.02B
Total non-current liabilities $3.42B $3.43B $5.11B
Total equity $4B $4.4B $4.6B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.32B $1.19B $1.56B
Cash from investing -$875.1M -$277.8M -$2.57B
Cash from financing -$112M -$876.4M $859.4M
Net change in cash $328M $37M -$156M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders