Ranpak Holdings (PACK)

• Market cap: $350M
• 1 day: 0.73%
• 5 days: 20.23%
• 1 month: -25.85%
• 3 months: -29.49%
• 6 months: -28.28%
• Year to date: -38.64%
• 1 year: -43.09%
• 5 years: -43.25%
• 10 years: -56.53%
• Sector: Consumer Discretionary
• Industry: Packaging & Containers

About: Ranpak Holdings Corp is a provider of environmentally sustainable, systems-based, product protection solutions for e-Commerce and industrial supply chains. The company offers a full suite of protective packaging systems and paper consumables. Geographically, it derives a majority of its revenue from Europe/Asia. The group generates revenue by providing its PPS systems and paper consumables to customers, which include direct end-users and a network of exclusive paper packaging solution distributors, and by providing end-of-line automation systems that solve challenges, including optimization, customization, and efficiency. It has two segments, North America and Europe/Asia.

Employees: 800

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

6% more capital invested

Capital invested by funds: $458M [Q3] → $487M (+$28.8M) [Q4]

0.7% more ownership

Funds ownership: 87.46% [Q3] → 88.16% (+0.7%) [Q4]

10% less funds holding

Funds holding: 143 [Q3] → 128 (-15) [Q4]

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29