Packer & Co Ltd

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 24, 2023. Long positions only.

Packer & Co Ltd did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Packer & Co Ltd in Q3 2023
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
IAUiShares Gold Trust	ETF	3,585,100	$125.4M	48.5%	–	–	History
HESHess Corp	Stock	704,616	$107.8M	41.6%	–	–	History
STNGScorpio Tankers Inc.	SHS	473,000	$25.6M	9.9%	–	–	History