ISTHMUS PARTNERS, LLC REYN REYNOLDS CONSUMER PRODUCTS INC

Ownership history in ISTHMUS PARTNERS, LLC  ·  15 quarters on record

AI Ownership Summary

ISTHMUS PARTNERS, LLC reported REYNOLDS CONSUMER PRODUCTS INC (REYN) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2024 Q2. The latest visible filing shows REYN at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REYN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ISTHMUS PARTNERS, LLC's position in REYNOLDS CONSUMER PRODUCTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REYN was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ISTHMUS PARTNERS, LLC held REYN — position size vs. price
% of Fund (quarterly)    REYN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 113,165 +1,289 +1.2% 0.25% $2.4M 2026-04-30 $20.97
2025 Q4 ADDED 111,876 +6,636 +6.3% 0.28% $2.6M 2026-02-05 $22.57
2025 Q3 ADDED 105,240 +12,596 +13.6% 0.57% $2.6M 2025-11-10 $24.23
2025 Q2 ADDED 92,644 +2,528 +2.8% 0.23% $2.0M 2025-08-13 $22.58
2025 Q1 ADDED 90,116 +2,809 +3.2% 0.27% $2.2M 2025-05-01 $21.95
2024 Q4 ADDED 87,307 +533 +0.6% 0.29% $2.4M 2025-02-07 $23.79
2024 Q3 REDUCED 22.2% -13.2% 86,774 -24,826 -22.2% 0.32% $2.7M 2024-11-14 $26.21
2024 Q2 ADDED 111,600 +228 +0.2% 0.86% $13.4M 2024-08-06 $26.79
2024 Q1 ADDED 111,372 +37,703 +51.2% 0.36% $3.2M 2024-05-08 $26.74
2023 Q4 ADDED 73,669 +4,034 +5.8% 0.26% $2.0M 2024-02-12 $26.30
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ISTHMUS PARTNERS, LLC and REYN

These are the practical questions this page is built to answer before you even open the full history table.

How long has ISTHMUS PARTNERS, LLC reported owning REYN?

ISTHMUS PARTNERS, LLC reported REYN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported REYN position in ISTHMUS PARTNERS, LLC's portfolio?

The largest reported portfolio weight for REYN was 0.86% in 2024 Q2.

What is the latest reported REYN position on this page?

The most recent filing on this page is 2026 Q1, when ISTHMUS PARTNERS, LLC reported 113,165 shares, equal to 0.25% of portfolio, with an estimated market value of $2.4M.

What does the chart on this REYN ownership page compare?

The chart compares ISTHMUS PARTNERS, LLC's quarterly REYN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ISTHMUS PARTNERS, LLC time their REYN position?

Based on 13F filing dates vs. subsequent REYN price moves, ISTHMUS PARTNERS, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on REYN relative to SPY over the holding period was -23.3%.

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