COMPASS FINANCIAL MANAGEMENT LLC

Position in KRT — Karat Packaging Inc.

CIK 2148724 TAMPA, FL

Position in KRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$272,799

New position

Shares Held

8,153

first reported quarter

Ownership

0.041%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#82

of 142 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $2,144,551 across 6 Packaging & Containers names. KRT ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORBS	Eightco Holdings Inc.	2,380,180	$1,656,605
2	KRT	Karat Packaging Inc. This page	8,153	$272,799
3	SON	Sonoco Products Co	3,291	$185,447
4	BALL	BALL Corp	278	$17,347
5	IP	International Paper Co /New/	318	$12,115
6	PKG	Packaging Corp Of America	1	$238

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,799	8,153	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.