Investor
Packer & Co Ltd
CIK 0001664017 · filed 2026-05-13 · SEC filing
13F book
$267.4K
Positions
10
1 new · 1 sold
Largest name
27.7%
Petroleo Brasileiro Sa Petro
Est. mark
$36.5K
Price effect on 9 names still held. Flow −$144.7K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Petroleo Brasileiro Sa Petro | — | 3.95M | $74K | 27.7% | $29.5K | Held |
| Centene Corp Del | — | 1.42M | $46.3K | 17.3% | −$11.9K | Held |
| NexGen Energy Ltd. | NXE | 2.42M | $28.1K | 10.5% | $5.82K | Cut$300 |
| Seadrill Ltd | SDRL | 613.1K | $27.9K | 10.4% | $2.69K | Added$19.3K |
| Noble Corp Plc | — | 515K | $25.3K | 9.4% | $6.73K | Added$16.1K |
| Vipshop Hldgs Ltd | — | 1.55M | $24.4K | 9.1% | −$3.05K | Held |
| Valaris Ltd | — | 203K | $19.9K | 7.4% | $9.67K | Held |
| Paypal Hldgs Inc | — | 230K | $10.4K | 3.9% | −$3.02K | Held |
| Transocean Ltd. | RIG | 1.41M | $9.31K | 3.5% | — | New |
| Algonquin Pwr Utils Corp | — | 289.6K | $1.78K | 0.7% | −$3 | Cut−$26K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.