What This Fund’s $20 Million Sale: About a Packaging Giant Facing a Turnaround Test

On May 15, 2026, Shapiro Capital Management disclosed a sale of 1,580,551 shares of Graphic Packaging Holding Company (NYSE:GPK), an estimated $19.92 million trade based on quarterly average pricing. What happened According to a SEC filing dated May 15, 2026, Shapiro Capit

On May 15, 2026, Shapiro Capital Management disclosed a sale of 1,580,551 shares of Graphic Packaging Holding Company (NYSE:GPK), an estimated $19.92 million trade based on quarterly average pricing.

What happened According to a SEC filing dated May 15, 2026, Shapiro Capital Management LLC sold 1,580,551 shares of Graphic Packaging Holding Company during the first quarter

The estimated transaction value was $19.92 million, calculated using the average closing price over the quarter. The fund’s remaining stake at quarter end was 4,271,859 shares, worth $42.46 million. The position’s value declined by $45.68 million over the quarter, reflecting both trading activity and market price changes.

What else to know – Top holdings after the filing: – NYSE: LION: $89,278,778 (5.6% of AUM) – NYSE:CALY: $72,214,989 (4.5% of AUM) – NYSE:FDS: $71,724,058 (4.5% of AUM) – NYSE:ELAN: $71,004,617 (4.4% of AUM) – NASDAQ:TENB: $70,199,821 (4.4% of AUM) – – As of Friday, shares of Graphic Packaging were priced at $10.17, down 55% over the past year and well underperforming the S&P 500, which is instead up about 28%. Company overview Company snapshot – Graphic Packaging Holding offers fiber-based packaging solutions, including coated paperboard, folding cartons, cups, lids, and food containers, as well as packaging machinery and barrier packaging products. – The firm generates revenue primarily through the manufacturing and sale of paperboard packaging products and packaging machinery to consumer goods, foodservice, and beverage companies. – It serves consumer packaged goods companies, quick-service restaurants, foodservice providers, and paperboard packaging converters across the Americas, Europe, and Asia Pacific. Graphic Packaging Holding Company is a leading provider of fiber-based packaging solutions with a global footprint and a diversified customer base.

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