Form 13-F position report

KARAT PACKAGING INC

Reported by MORGAN STANLEY

KRT CUSIP 48563L101 Manager CIK 0000895421

Reported 54,554 shares, down 9,130 (14.3%) from the prior quarter.

Reported value -23.3%; share count -14.3% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q3 2025
Shares 54,554 Quarter-end amount reported
Reported value $1,375,315 Fair value at quarter end
Consecutive quarters held 18 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 485000
2021-12-31 372000
2022-03-31 318000
2022-06-30 225000
2022-09-30 146000
2022-12-31 166247
2023-03-31 181194
2023-06-30 280101
2023-09-30 320858
2023-12-31 494457
2024-03-31 590917
2024-06-30 462280
2024-09-30 878581
2024-12-31 1416605
2025-03-31 766913
2025-06-30 1793365
2025-09-30 1375315
2025-12-31 1434344
2026-03-31 1488686
2026-06-30 844367

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for KARAT PACKAGING INC held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 25,234 -28,085 (-52.7%) < 0.01% $844,367 2026-08-13
Q1 2026 Reduced 53,319 -10,231 (-16.1%) < 0.01% $1,488,686 2026-05-15
Q4 2025 Added 63,550 +8,996 (16.5%) < 0.01% $1,434,344 2026-02-13
Q3 2025 Reduced 54,554 -9,130 (-14.3%) < 0.01% $1,375,315 2025-11-14
Q2 2025 Added 63,684 +34,831 (120.7%) < 0.01% $1,793,365 2025-08-15
Q1 2025 Reduced 28,853 -17,961 (-38.4%) < 0.01% $766,913 2025-05-15
Q4 2024 Added 46,814 +12,879 (38.0%) < 0.01% $1,416,605 2025-02-14
Q3 2024 Added 33,935 +18,307 (117.1%) < 0.01% $878,581 2024-11-14
Q2 2024 Reduced 15,628 -5,026 (-24.3%) < 0.01% $462,280 2024-08-14
Q1 2024 Added 20,654 +757 (3.8%) < 0.01% $590,917 2024-05-15
Q4 2023 Added 19,897 +5,983 (43.0%) < 0.01% $494,457 2024-02-13
Q3 2023 Reduced 13,914 -1,434 (-9.3%) < 0.01% $320,858 2023-11-15
Q2 2023 Added 15,348 +1,755 (12.9%) < 0.01% $280,101 2023-08-14
Q1 2023 Added 13,593 +2,024 (17.5%) < 0.01% $181,194 2023-05-15
Q4 2022 Added 11,569 +2,410 (26.3%) < 0.01% $166,247 2023-02-14
Q3 2022 Reduced 9,159 -4,042 (-30.6%) < 0.01% $146,000 2022-11-14
Q2 2022 Reduced 13,201 -2,772 (-17.4%) < 0.01% $225,000 2022-08-15
Q1 2022 Reduced 15,973 -2,411 (-13.1%) < 0.01% $318,000 2022-05-13
Q4 2021 Reduced 18,384 -4,712 (-20.4%) < 0.01% $372,000 2022-02-14
Q3 2021 Added 23,096 +6,306 (37.6%) < 0.01% $485,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

146 managers reported KARAT PACKAGING INC for Q3 2025.

Managers reporting KARAT PACKAGING INC in Q3 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 555,619 +102,074 < 0.01% $14,007,155 5 qtrs
VANGUARD GROUP INC Added 477,450 +51,179 < 0.01% $12,036,514 18 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 337,303 +57,942 0.01% $8,500,000 11 qtrs
Ranger Investment Management L P Added 322,536 +1,980 0.57% $8,131,133 5 qtrs
WASATCH ADVISORS INC Reduced 259,186 -71,775 0.04% $6,534,079 18 qtrs
AMERICAN CENTURY COMPANIES INC Added 258,991 +29,953 < 0.01% $6,529,163 18 qtrs
MILLENNIUM MANAGEMENT LLC Reduced 251,912 -44,809 < 0.01% $6,350,702 18 qtrs
De Lisle Partners LLP Unchanged 229,143 0 0.71% $5,777,841 7 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 199,897 +30,254 < 0.01% $5,040,429 18 qtrs
Polar Asset Management Partners Inc New 199,896 +199,896 0.06% $5,039,378 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
52,520
Shared
0
None
2,034

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.