Packer & Co as of Dec. 31, 2019
Portfolio Holdings for Packer & Co
Packer & Co holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hess (HES) | 13.1 | $140M | 2.1M | 66.81 | |
| JPMorgan Chase & Co. (JPM) | 7.2 | $77M | 550k | 139.40 | |
| Bank of America Corporation (BAC) | 6.4 | $68M | 1.9M | 35.22 | |
| Crown Holdings (CCK) | 5.3 | $56M | 777k | 72.54 | |
| Kansas City Southern | 4.7 | $50M | 326k | 153.16 | |
| Home Depot (HD) | 4.7 | $50M | 229k | 218.38 | |
| Citigroup (C) | 4.7 | $50M | 625k | 79.89 | |
| Facebook Inc cl a (META) | 4.7 | $50M | 243k | 205.25 | |
| Lowe's Companies (LOW) | 4.7 | $50M | 416k | 119.76 | |
| S&p Global (SPGI) | 4.3 | $46M | 169k | 273.05 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $45M | 34k | 1339.40 | |
| Colgate-Palmolive Company (CL) | 4.1 | $44M | 632k | 68.84 | |
| Coca-Cola Company (KO) | 3.9 | $42M | 759k | 55.35 | |
| Mondelez Int (MDLZ) | 3.9 | $42M | 760k | 55.08 | |
| Arch Coal Inc cl a | 3.9 | $42M | 581k | 71.74 | |
| Wells Fargo & Company (WFC) | 3.9 | $41M | 767k | 53.80 | |
| Norfolk Southern (NSC) | 3.2 | $35M | 178k | 194.13 | |
| American Express Company (AXP) | 3.0 | $32M | 258k | 124.49 | |
| Deere & Company (DE) | 2.8 | $30M | 171k | 173.26 | |
| Weyerhaeuser Company (WY) | 2.5 | $27M | 884k | 30.20 | |
| American Airls (AAL) | 2.4 | $26M | 905k | 28.68 | |
| Apache Corporation | 1.0 | $11M | 414k | 25.59 | |
| Peabody Energy (BTU) | 0.8 | $8.7M | 959k | 9.12 | |
| FedEx Corporation (FDX) | 0.6 | $6.2M | 41k | 151.22 |
