BAILARD, INC.

Position in KRT — Karat Packaging Inc.

CIK 750641 Foster City, CA

Position in KRT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$296,455

-$230,116 QoQ

Shares Held

8,860

-53.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#78

of 142 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

BAILARD, INC. holds $2,655,115 across 5 Packaging & Containers names. KRT ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SON	Sonoco Products Co	22,300	$1,256,605
2	MYE	Myers Industries Inc	17,618	$622,091
3	TRS	Trimas Corp	7,900	$355,737
4	KRT	Karat Packaging Inc. This page	8,860	$296,455
5	OI	O-I Glass, Inc. /DE/	12,900	$124,227

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,455	8,860	-53.0%	Shares	Sole	2026-07-30
2026-03-31	$526,571	18,860	+32.3%	Shares	Sole	2026-05-11
2025-09-30	$359,494	14,260	-35.4%	Shares	Sole	2025-10-30
2025-06-30	$621,209	22,060	+75.5%	Shares	Sole	2025-08-08
2025-03-31	$334,190	12,573	0.0%	Shares	Sole	2025-05-02
2024-12-31	$380,458	12,573	-0.5%	Shares	Sole	2025-02-05
2024-09-30	$327,146	12,636	-25.4%	Shares	Sole	2024-10-30
2024-06-30	$501,173	16,943	+26.0%	Shares	Sole	2024-07-25
2024-03-31	$384,604	13,443	0.0%	Shares	Sole	2024-05-08
2023-12-31	$334,058	13,443	0.0%	Shares	Sole	2024-02-02
2023-09-30	$309,995	13,443	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.