Atlas FRM’s Packaging Corp of America PKG Stock Holding History

Atlas FRM’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$325M	Buy	1,532,500 +542,500	+55%	+$121M	21.29%	1
2025 Q4	$204M	Buy	990,000 +305,000	+45%	+$62M	19.94%	2
2025 Q3	$149M	Buy	685,000 +150,000	+28%	+$30.9M	17.38%	3
2025 Q2	$101M	Buy	535,000 +200,000	+60%	+$37.8M	11.74%	4
2025 Q1	$66.3M	Buy	335,000 +55,000	+20%	+$11.7M	7.11%	4
2024 Q4	$63M	Buy	280,000 +20,000	+8%	+$4.63M	5.95%	4
2024 Q3	$56M	Buy	260,000 +220,000	+550%	+$43.7M	5.39%	5
2024 Q2	$7.3M	Sell	40,000 -285,000	-88%	-$51.8M	0.97%	5
2024 Q1	$61.7M	Sell	325,000 -40,000	-11%	-$6.94M	8.34%	4
2023 Q4	$59.5M	Sell	365,000 -95,000	-21%	-$14.9M	10.25%	3
2023 Q3	$70.6M	Buy	460,000 +70,000	+18%	+$10.2M	11.67%	4
2023 Q2	$51.5M	Sell	390,000 -160,000	-29%	-$21.4M	9.86%	4
2023 Q1	$76.4M	Hold	550,000	–	–	15.21%	2
2022 Q4	$70.4M	Buy	550,000 +120,000	+28%	+$15M	13.66%	3
2022 Q3	$48.3M	Buy	+430,000	New	+$58.2M	14.21%	2

Other funds holding PKG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas FRM's PKG Position: Q1 2026 in Review

Atlas FRM increased its Packaging Corp of America (PKG) stake by 55% in Q1 2026, buying an estimated $121M and bringing the position to 1,532,500 shares worth $325M. The position accounts for 21.29% of the portfolio, ranked #1.

Atlas FRM first reported a position in PKG in Q3 2022 and has held it in 15 quarters since. 878 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Atlas FRM held 1,532,500 shares of Packaging Corp of America worth $325M as of Q1 2026.
Atlas FRM bought 542,500 Packaging Corp of America shares in Q1 2026, an estimated $121M.
Packaging Corp of America made up 21.29% of Atlas FRM's portfolio in Q1 2026, its #1 holding.
Atlas FRM first reported a position in Packaging Corp of America in Q3 2022 and has held it in 15 quarters since.
878 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Atlas FRM's 13F filing for Q1 2026, filed 14 May 2026.