Investor
Packer & Co Ltd
CIK 0001664017 · filed 2026-01-20 · SEC filing
13F book
$375.6K
Positions
10
Largest name
39.6%
Ishares Gold Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Gold Tr | — | 1.83M | $148.5K | 39.6% | — | Held |
| Centene Corp Del | — | 1.42M | $58.2K | 15.5% | — | Held |
| Petroleo Brasileiro Sa Petro | — | 3.95M | $44.5K | 11.8% | — | Held |
| NexGen Energy Ltd. | NXE | 3.02M | $27.8K | 7.4% | — | Held |
| Algonquin Pwr Utils Corp | — | 4.51M | $27.8K | 7.4% | — | Held |
| Vipshop Hldgs Ltd | — | 1.55M | $27.4K | 7.3% | — | Held |
| Paypal Hldgs Inc | — | 230K | $13.4K | 3.6% | — | Held |
| Valaris Ltd | — | 203K | $10.2K | 2.7% | — | Held |
| Noble Corp Plc | — | 323K | $9.12K | 2.4% | — | Held |
| Seadrill Ltd | SDRL | 247.1K | $8.55K | 2.3% | — | Held |
Positions as of Q4 2025. 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.