Packer & Co Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$267K
Q ending 2026-03-31
Prior quarter
$376K
Q ending 2025-12-31
Change
-28.8% QoQ · -18.8% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Petroleo Brasil-Sp Pref Adr | PBR/A | Shares | $74K | 3.9M |
| Centene Corp | CNC | Shares | $46K | 1.4M |
| Nexgen Energy Ltd | NXE | Shares | $28K | 2.4M |
| Seadrill Limited | Shares | $28K | 613K | |
| Noble Corp Plc | Shares | $25K | 515K | |
| Vipshop Holdings Ltd - Adr | VIPS | Shares | $24K | 1.5M |
| Valaris Ltd | Shares | $20K | 203K | |
| Paypal Holdings Inc | PYPL | Shares | $10K | 230K |
| Transocean Ltd | Shares | $9K | 1.4M | |
| Algonquin Power & Utilities | AQN | Shares | $2K | 290K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.