Position in KRT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$474,025
+$205,894 QoQ
Shares Held
16,978
+42.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 130 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KRT Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $173,267,019 across 17 Packaging & Containers names. KRT ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
1,845,805 | $73,370,748 | |
| 2 | IP |
International Paper Co /New/
|
933,574 | $33,328,591 | |
| 3 | PKG |
Packaging Corp Of America
|
138,319 | $29,354,058 | |
| 4 | BALL |
BALL Corp
|
134,702 | $7,962,235 | |
| 5 | AVY |
Avery Dennison Corp
|
44,905 | $7,754,195 | |
| 6 | SW |
Smurfit Westrock plc
|
183,760 | $7,322,836 | |
| 7 | SON |
Sonoco Products Co
|
77,413 | $4,187,269 | |
| 8 | CCK |
Crown Holdings, Inc.
|
34,740 | $3,482,685 |
All Filings in KRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $474,025 | 16,978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $268,131 | 11,880 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $992,800 | 32,809 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $867,548 | 33,509 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,181,691 | 39,949 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,005,898 | 35,159 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $831,580 | 33,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $777,444 | 33,714 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||