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GPGI

Jeffrey Smith’s GPGI Inc GPGI Stock Holding History

Jeffrey Smith’s Portfolio GPGI Stock Details GPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.7M Hold
5,027,028
– – 1.76% 14
2026
Q1 		$86M Buy
+5,027,028
New +$109M 1.88% 18

Other funds holding GPGI

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jeffrey Smith's GPGI Position: Q2 2026 in Review

Jeffrey Smith held its GPGI Inc (GPGI) position steady in Q2 2026 at 5,027,028 shares worth $79.7M. The position accounts for 1.76% of the portfolio, ranked #14.

Jeffrey Smith first reported a position in GPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $86M in Q1 2026. 195 funds tracked by Wall St. Rank hold GPGI as of Q2 2026.

  • Jeffrey Smith held 5,027,028 shares of GPGI Inc worth $79.7M as of Q2 2026.
  • Jeffrey Smith left its GPGI Inc share count unchanged in Q2 2026.
  • GPGI Inc made up 1.76% of Jeffrey Smith's portfolio in Q2 2026, its #14 holding.
  • Jeffrey Smith first reported a position in GPGI Inc in Q1 2026 and has held it in 2 quarters since.
  • Jeffrey Smith's GPGI Inc position peaked at $86M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held GPGI Inc as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.