Packer & CO LTD Portfolio Holdings

Packer & CO LTD

  • $362 Million
  • Q3 2025

Packer & CO LTD has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $362 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $156M, Noble Corp PLC with a value of $55.8M, Centene Corp with a value of $50.5M, Valaris LTD with a value of $30.4M, and Nex Gen Energy Ltd. with a value of $27.1M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $329M to 362M.

Below you can find more details about Packer & CO LTD portfolio as well as his latest detailed transactions.

Portfolio value $362 Million
ETFs: $156 Million
Energy: $74.9 Million
Healthcare: $50.5 Million
Utilities: $24.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$156 Million 43.24% of portfolio
2,150,100
Q3 2025 Reduced 8.51%
Noble Corp PLC
-
$55.8 Million 15.42% of portfolio
-
Q3 2025 Added 1,222.48%
$20.6B
$50.5 Million 13.95% of portfolio
1,415,000
Q3 2025 New
$4.29B
$30.4 Million 8.41% of portfolio
1,549,263
Q3 2025 Added 663.18%
$3.92B
$27.1 Million 7.48% of portfolio
3,024,793
Q1 2025 New
$4.11B
$24.2 Million 6.7% of portfolio
4,513,113
Q1 2025 New
$1.62B
$17.4 Million 4.8% of portfolio
-
Q3 2025 Added 82.16%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $362 Million
  • Prior Value $329 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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