Current Value of Holding

$1.62M

Shares

30.1k

% of Portfolio

0.00%

Average Buy Price

$24.6

Avg closing price
Price range

12 Jim Simons Karat Packaging Trades

Jim Simons acquired 30.1k Karat Packaging shares worth $1.62M. That's 0.00% of their equity portfolio (1955th largest holding). Jim Simons started to build up the position in Karat Packaging in Q3 2023 and continued to invest until Q3 2025. Since then they sold 23.1k shares. The stake costed the investor $740k, netting the investor a gain of 118% so far.

Avg closing price
Price range
Sold 27.8% shares (-11.6k shares) Q2 2026
Avg closing price $28.78
Price range $26.24 - $33.46
Sold 13.7% shares (-6.6k shares) Q1 2026
Avg closing price $24.93
Price range $22.31 - $28.39
Sold 9.2% shares (-4.9k shares) Q4 2025
Avg closing price $23.13
Price range $21.06 - $25.51
Increased shares by 5.1% (+2.6k shares) Q3 2025
Avg closing price $26.32
Price range $23.95 - $29.28
Increased shares by 15.3% (+6.7k shares) Q2 2025
Avg closing price $27.84
Price range $23.78 - $32.43
Increased shares by 7.6% (+3.1k shares) Q1 2025
Avg closing price $29.83
Price range $26.58 - $33.46
Increased shares by 7.1% (+2.7k shares) Q4 2024
Avg closing price $29.00
Price range $25.22 - $32.44
Increased shares by 13.7% (+4.6k shares) Q3 2024
Avg closing price $26.79
Price range $23.84 - $30.35
Increased shares by 8.8% (+2.7k shares) Q2 2024
Avg closing price $28.10
Price range $26.34 - $29.58
Increased shares by 12.0% (+3.3k shares) Q1 2024
Avg closing price $26.35
Price range $22.90 - $30.10
Increased shares by 47.8% (+8.9k shares) Q4 2023
Avg closing price $22.04
Price range $18.83 - $25.14
New holding (+18.6k shares) Q3 2023
Avg closing price $21.45
Price range $17.98 - $25.90

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