LSV Asset Management
KRT icon

LSV Asset Management’s Karat Packaging KRT Stock Holding History

LSV Asset Management’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$240K Sell
8,600
-26,000
-75% -$655K ﹤0.01% 768
2025
Q4 		$781K Hold
34,600
– – ﹤0.01% 657
2025
Q3 		$872K Sell
34,600
-20,342
-37% -$535K ﹤0.01% 648
2025
Q2 		$1.55M Sell
54,942
-59,765
-52% -$1.67M ﹤0.01% 580
2025
Q1 		$3.05M Buy
114,707
+10,187
+10% +$304K 0.01% 527
2024
Q4 		$3.16M Sell
104,520
-31,400
-23% -$908K 0.01% 528
2024
Q3 		$3.52M Buy
135,920
+56,167
+70% +$1.51M 0.01% 539
2024
Q2 		$2.36M Buy
+79,753
New +$2.24M 0.01% 586

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management's KRT Position: Q1 2026 in Review

LSV Asset Management reduced its Karat Packaging (KRT) stake by 75% in Q1 2026, selling an estimated $655K and leaving 8,600 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

LSV Asset Management first reported a position in KRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.52M in Q3 2024. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • LSV Asset Management held 8,600 shares of Karat Packaging worth $240K as of Q1 2026.
  • LSV Asset Management sold 26,000 Karat Packaging shares in Q1 2026, an estimated $655K.
  • Karat Packaging made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #768 holding.
  • LSV Asset Management first reported a position in Karat Packaging in Q2 2024 and has held it in 8 quarters since.
  • LSV Asset Management's Karat Packaging position peaked at $3.52M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.