Punch & Associates Investment Management’s Karat Packaging KRT Stock Holding History

Punch & Associates Investment 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	$1.93M	Buy	69,115 +6,500	+10%	+$164K	0.11%	133
2025 Q4	$1.41M	Buy	62,615 +1,100	+2%	+$25.5K	0.08%	137
2025 Q3	$1.55M	Buy	61,515 +5,515	+10%	+$145K	0.09%	137
2025 Q2	$1.58M	Buy	56,000 +2,500	+5%	+$69.7K	0.1%	139
2025 Q1	$1.42M	Hold	53,500	–	–	0.09%	137
2024 Q4	$1.62M	Hold	53,500	–	–	0.09%	142
2024 Q3	$1.39M	Hold	53,500	–	–	0.08%	146
2024 Q2	$1.58M	Sell	53,500 -1,900	-3%	-$53.4K	0.09%	146
2024 Q1	$1.58M	Hold	55,400	–	–	0.09%	149
2023 Q4	$1.38M	Hold	55,400	–	–	0.08%	157
2023 Q3	$1.28M	Hold	55,400	–	–	0.08%	155
2023 Q2	$1.01M	Buy	55,400 +2,016	+4%	+$31.1K	0.06%	161
2023 Q1	$712K	Buy	+53,384	New	+$789K	0.05%	164

Other funds holding KRT

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Punch & Associates Investment Management's KRT Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Karat Packaging (KRT) stake by 10% in Q1 2026, buying an estimated $164K and bringing the position to 69,115 shares worth $1.93M. The position accounts for 0.11% of the portfolio, ranked #133.

Punch & Associates Investment Management first reported a position in KRT in Q1 2023 and has held it in 13 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

Punch & Associates Investment Management held 69,115 shares of Karat Packaging worth $1.93M as of Q1 2026.
Punch & Associates Investment Management bought 6,500 Karat Packaging shares in Q1 2026, an estimated $164K.
Karat Packaging made up 0.11% of Punch & Associates Investment Management's portfolio in Q1 2026, its #133 holding.
Punch & Associates Investment Management first reported a position in Karat Packaging in Q1 2023 and has held it in 13 quarters since.
132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.