Meros Investment Management, LP PACK RANPAK HOLDINGS CORP

Ownership history in Meros Investment Management, LP  ·  15 quarters on record

AI Ownership Summary

Meros Investment Management, LP reported RANPAK HOLDINGS CORP (PACK) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2025 Q1. The latest visible filing shows PACK at 1.53% 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 PACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meros Investment Management, LP's position in RANPAK HOLDINGS CORP, 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

PACK was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2025 Q1

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 Meros Investment Management, LP held PACK — position size vs. price
% of Fund (quarterly)    PACK 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 REDUCED 987,489 -128,909 -11.5% 1.53% $3.5M 2026-05-14 $6.15
2025 Q4 ADDED 1,116,398 +44,843 +4.2% 2.39% $6.0M 2026-02-17 $5.65
2025 Q3 REDUCED 1,071,555 -2,033 -0.2% 2.57% $6.0M 2025-11-14 $4.85
2025 Q2 ADDED 1,073,588 +140,016 +15.0% 1.82% $3.8M 2025-08-14 $4.27
2025 Q1 REDUCED 933,572 -22,653 -2.4% 2.97% $5.1M 2025-05-13 $3.65
2024 Q4 ADDED 956,225 +16,834 +1.8% 2.95% $6.6M 2025-02-14 $7.65
2024 Q3 REDUCED 939,391 -4,338 -0.5% 2.78% $6.1M 2024-11-18 $6.58
2024 Q2 ADDED 943,729 +231,779 +32.6% 2.87% $6.1M 2024-08-15 $7.08
2024 Q1 ADDED 711,950 +51,773 +7.8% 2.51% $5.6M 2024-05-15 $6.71
2023 Q4 ADDED 660,177 +7,976 +1.2% 1.82% $3.8M 2024-02-15 $4.67
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Meros Investment Management, LP and PACK

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

How long has Meros Investment Management, LP reported owning PACK?

Meros Investment Management, LP reported PACK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PACK position in Meros Investment Management, LP's portfolio?

The largest reported portfolio weight for PACK was 2.97% in 2025 Q1.

What is the latest reported PACK position on this page?

The most recent filing on this page is 2026 Q1, when Meros Investment Management, LP reported 987,489 shares, equal to 1.53% of portfolio, with an estimated market value of $3.5M.

What does the chart on this PACK ownership page compare?

The chart compares Meros Investment Management, LP's quarterly PACK 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 Meros Investment Management, LP time their PACK position?

Based on 13F filing dates vs. subsequent PACK price moves, Meros Investment Management, LP correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on PACK relative to SPY over the holding period was -17.4%.

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