Packer & Co as of March 31, 2019
Portfolio Holdings for Packer & Co
Packer & Co holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hess (HES) | 10.7 | $102M | 1.7M | 60.23 | |
| JPMorgan Chase & Co. (JPM) | 6.3 | $60M | 590k | 101.23 | |
| Bank of America Corporation (BAC) | 5.9 | $56M | 2.0M | 27.59 | |
| Ball Corporation (BALL) | 5.8 | $56M | 963k | 57.86 | |
| Arch Coal Inc cl a | 5.8 | $55M | 605k | 91.27 | |
| Lowe's Companies (LOW) | 4.8 | $46M | 416k | 109.47 | |
| Home Depot (HD) | 4.6 | $44M | 229k | 191.89 | |
| Colgate-Palmolive Company (CL) | 4.5 | $43M | 632k | 68.54 | |
| Citigroup (C) | 4.5 | $43M | 695k | 62.22 | |
| S&p Global (SPGI) | 4.4 | $42M | 199k | 210.55 | |
| Facebook Inc cl a (META) | 4.2 | $41M | 243k | 166.69 | |
| Mondelez Int (MDLZ) | 4.0 | $38M | 760k | 49.92 | |
| Kansas City Southern | 4.0 | $38M | 326k | 115.98 | |
| Coca-Cola Company (KO) | 3.9 | $38M | 802k | 46.86 | |
| Norfolk Southern (NSC) | 3.5 | $33M | 178k | 186.89 | |
| FedEx Corporation (FDX) | 3.4 | $32M | 178k | 181.41 | |
| Wells Fargo & Company (WFC) | 3.4 | $32M | 660k | 48.32 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $27M | 23k | 1176.89 | |
| Deere & Company (DE) | 2.9 | $27M | 171k | 159.84 | |
| Peabody Energy (BTU) | 2.9 | $27M | 959k | 28.33 | |
| Weyerhaeuser Company (WY) | 2.5 | $23M | 884k | 26.34 | |
| Anadarko Petroleum Corporation | 2.2 | $21M | 467k | 45.48 | |
| American Airls (AAL) | 1.4 | $14M | 424k | 31.76 | |
| Halliburton Company (HAL) | 0.9 | $8.3M | 285k | 29.30 | |
| Crown Holdings (CCK) | 0.6 | $6.0M | 109k | 54.57 |
