Packer & Co Ltd
- SEC CIK
- 0001664017
- Latest filing
- May 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 6
- +3 vs. Q3 2024
- Portfolio value
- $312.9M
- +$18.2M (+6.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 3,585,100 | $177.5M | 56.7% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 662,616 | $88.1M | 28.2% | 00.0% | Unchanged | History |
| STNGScorpio Tankers Inc. | SHS | 373,000 | $18.5M | 5.9% | 00.0% | Unchanged | History |
| NENoble Corp plc | ORD SHS A | 323,000 | $10.1M | 3.2% | +323,000 | New | History |
| SDRLSEADRILL Ltd | COM | 247,080 | $9.62M | 3.1% | +247,080 | New | History |
| VALValaris Ltd | CL A | 203,000 | $8.98M | 2.9% | +203,000 | New | History |