Graphic Packaging Holding Company (GPK): David Einhorn Remains Bullish on This Stock

Graphic Packaging Holding Company (NYSE:GPK) has been a accordant diagnostic successful the 13F portfolio of Greenlight Capital since the 2nd 4th of 2021. This presumption comprised 847,000 shares. The holding stayed comparatively untouched till precocious 2022 erstwhile the money added to this involvement by astir 30%. By precocious 2023, the holding comprised implicit 2.5 cardinal shares. In the coming months, the money reduced this involvement to conscionable implicit a cardinal shares. It started loading up connected the banal again successful the 2nd 4th of 2025, increasing the presumption by 350%. Filings for the 4th fourth of 2025 amusement that the money owned 8.4 cardinal shares successful the firm, up adjacent to 80% compared to filings for the erstwhile quarter.

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A halfway portion of the bull thesis connected Graphic Packaging Holding Company (NYSE:GPK) is the completion of the Waco, Texas greenfield mill, a $1.67 cardinal investment. The Waco installation is present substantially complete. Hedge funds expect this to thrust important productivity enhancements, transitioning the institution from a high-capex rhythm to a high-free-cash-flow cycle. Management has guided for $700 million–$800 cardinal successful adjusted escaped currency travel for 2026. As planetary brands look expanding unit to ditch plastic, GPK’s fiber-based, renewable packaging is viewed arsenic a secular winner. Over 70% of GPK’s gross comes from indispensable nutrient and beverage packaging, which provides a antiaircraft buffer during economical volatility.

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