Packer & Co Ltd
- SEC CIK
- 0001664017
- Latest filing
- May 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only.
- Positions
- 7
- No filing for Q2 2025
- Portfolio value
- $361.9M
- No filing for Q2 2025
Packer & Co Ltd did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 2,150,100 | $156.5M | 43.2% | – | – | History |
| NENoble Corp plc | ORD SHS A | 4,271,602 | $55.8M | 15.4% | – | – | History |
| CNCCentene Corp | Stock | 1,415,000 | $50.5M | 14.0% | – | – | History |
| VALValaris Ltd | CL A | 1,549,263 | $30.4M | 8.4% | – | – | History |
| NXENexGen Energy Ltd. | COM | 3,024,793 | $27.1M | 7.5% | – | – | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 4,513,113 | $24.2M | 6.7% | – | – | History |
| SDRLSEADRILL Ltd | COM | 450,080 | $17.4M | 4.8% | – | – | History |