Greif Inc-cl B (GEF-B) — Smart Money Tracker (13F, Q2 2026)

GEF-B ranks #3951 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

GEF-B is a top-conviction position for Arbiter Partners Capital Management LLC — at 9.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GEF-B belongs to Dimensional Fund Advisors LP, but the position matters far more to Arbiter Partners Capital Management LLC, who has 9.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Sound Income Strategies, LLC has added to its GEF-B position for two straight quarters, increasing it by $4.9M to reach $26.5M today.

GEF-B is up 1.8% today, and institutions have been net buyers of $45.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GEF-B posted net income of $298.5M over the trailing twelve months.

• Profitable — net income of $298.5M over the trailing twelve months
• Revenue grew 11.2% year over year
• Net income improved year over year, from $140.6M to $298.5M
• Generated $356.0M in positive operating cash flow
• Current ratio of 1.53x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting