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User

Jim Cullen

Cullen Value Fund

Jim Cullen Packaging Corp of America stake

total: 74

Cullen Value Fund PKG trades

Total transactions:
3
New positions:
1
Added:
1
Reduced:
1
Held since:
2021 Q3
Held for:
19 quarters
Latest activity:
2022 Q4
According to 2026 Q1 report, Jim Cullen holds 2,800 Packaging Corp of America (PKG) shares with a market value of roughly $594.22K accounting for 2.09% of the overall portfolio. To date, the estimated cost basis is nearly $137.4 for "buy" trades and estimated average "sell" price is $127.91. Cullen Value Fund first purchased PKG in 2021 Q3, initially acquiring 4,012 shares. Since the initial investment in Packaging Corp of America (PKG), Cullen Value Fund has made 2 more transactions.

How many PKG shares does Jim Cullen currently hold?

According to 2026 Q1 report, Jim Cullen holds 2,800 shares of Packaging Corp of America (PKG), valued at around $594.22K.

When did Jim Cullen buy Packaging Corp of America (PKG)?

Jim Cullen first invested in Packaging Corp of America (PKG) in 2021 Q3 at the reported quarter-end price of $137.44 per share.

What's the cost basis of Cullen Value Fund's PKG stake?

The estimated cost basis for Packaging Corp of America (PKG) stake is around $137.40 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$137.40
Weighted AVG sell price:
$127.91

Jim Cullen's historical trades in Packaging Corp of America

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
1.51%
2,800
$127.91
$358,148
-32.24% (-1,332)
-0.82%
2021 Q4
2.04%
4,132
$136.15
$562,572
+2.99% (+120)
+0.06%
2021 Q3
2.05%
4,012
$137.44
$551,409
new
+2.05%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.