Packer & Co as of Dec. 31, 2017
Portfolio Holdings for Packer & Co
Packer & Co holds 25 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ball Corporation (BALL) | 7.5 | $67M | 625k | 106.94 | |
| Hess (HES) | 6.8 | $60M | 2.0M | 29.52 | |
| Anadarko Petroleum Corporation | 6.3 | $56M | 1.4M | 39.37 | |
| Citigroup (C) | 6.3 | $56M | 605k | 93.16 | |
| General Electric Company | 6.0 | $53M | 1.1M | 47.47 | |
| Facebook Inc cl a (META) | 5.8 | $52M | 695k | 74.41 | |
| Norfolk Southern (NSC) | 5.6 | $50M | 534k | 92.94 | |
| Mondelez Int (MDLZ) | 5.2 | $46M | 274k | 169.40 | |
| Home Depot (HD) | 5.1 | $46M | 259k | 176.46 | |
| Colgate-Palmolive Company (CL) | 5.0 | $45M | 178k | 249.54 | |
| Goldman Sachs (GS) | 4.9 | $43M | 229k | 189.53 | |
| Lowe's Companies (LOW) | 4.3 | $38M | 505k | 75.45 | |
| Coca-Cola Company (KO) | 3.5 | $32M | 300k | 105.22 | |
| Kansas City Southern | 3.2 | $28M | 111k | 254.76 | |
| FedEx Corporation (FDX) | 3.0 | $27M | 171k | 156.51 | |
| Deere & Company (DE) | 2.9 | $26M | 178k | 144.90 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $25M | 467k | 53.64 | |
| S&p Global (SPGI) | 2.8 | $25M | 538k | 45.88 | |
| Bank of America Corporation (BAC) | 2.6 | $23M | 545k | 42.22 | |
| Arch Coal Inc cl a | 2.6 | $23M | 602k | 37.85 | |
| Peabody Energy (BTU) | 2.4 | $21M | 1.2M | 17.45 | |
| Apache Corporation | 2.3 | $21M | 479k | 42.80 | |
| Halliburton Company (HAL) | 1.2 | $11M | 221k | 48.87 | |
| Schlumberger (SLB) | 1.1 | $10M | 150k | 67.39 | |
| Wells Fargo & Company (WFC) | 0.7 | $5.9M | 98k | 60.66 |
