Karat Packaging Inc.
US ˙ NasdaqGS ˙ US48563L1017

SecurityKRT / Karat Packaging Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership19,938 shares
Latest Disclosed Value $ 556,680
Ritholtz Wealth Management reports 20.26% decrease in ownership of KRT / Karat Packaging Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 19,938 shares of Karat Packaging Inc. (US:KRT) valued at $556,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 25,003 shares of Karat Packaging Inc.. This represents a change in shares of -20.26% during the quarter. The current value of the position is $530,750 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F KARAT PACKAGING COM 48563L101 19,938 -5,065 -20.26 557 -1.42 0.0097
2026-01-23 2025-12-31 13F KARAT PACKAGING COM 48563L101 25,003 -14,577 -36.83 564 -43.43 0.0103
2025-10-28 2025-09-30 13F KARAT PACKAGING COM 48563L101 39,580 404 1.03 998 -9.61 0.0194
2025-07-28 2025-06-30 13F KARAT PACKAGING COM 48563L101 39,176 19,098 95.12 1,103 106.94 0.0244
2025-04-17 2025-03-31 13F KARAT PACKAGING COM 48563L101 20,078 -4,508 -18.34 534 -28.26 0.0159
2025-01-15 2024-12-31 13F KARAT PACKAGING COM 48563L101 24,586 -2,409 -8.92 744 6.45 0.0219
2024-10-10 2024-09-30 13F KARAT PACKAGING COM 48563L101 26,995 -5,788 -17.66 699 -27.97 0.0211
2024-08-01 2024-06-30 13F KARAT PACKAGING COM 48563L101 32,783 7,518 29.76 970 34.21 0.0320
2024-04-24 2024-03-31 13F KARAT PACKAGING COM 48563L101 25,265 7,378 41.25 723 62.61 0.0249
2024-01-18 2023-12-31 13F KARAT PACKAGING COM 48563L101 17,887 7,336 69.53 445 82.72 0.0172
2023-10-13 2023-09-30 13F KARAT PACKAGING COM 48563L101 10,551 10,551 243 0.0109
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.