Packer & Co as of March 31, 2018
Portfolio Holdings for Packer & Co
Packer & Co holds 26 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 7.7 | $69M | 625k | 109.97 | |
| Bank of America Corporation (BAC) | 6.8 | $61M | 2.0M | 29.99 | |
| Hess (HES) | 6.3 | $57M | 1.1M | 50.62 | |
| Arch Coal Inc cl a | 6.2 | $56M | 605k | 91.88 | |
| S&p Global (SPGI) | 5.9 | $52M | 274k | 191.06 | |
| Peabody Energy (BTU) | 5.9 | $52M | 1.4M | 36.50 | |
| Citigroup (C) | 5.2 | $47M | 695k | 67.50 | |
| FedEx Corporation (FDX) | 4.8 | $43M | 178k | 240.11 | |
| Lowe's Companies (LOW) | 4.8 | $43M | 486k | 87.75 | |
| Home Depot (HD) | 4.6 | $41M | 229k | 178.24 | |
| Facebook Inc cl a (META) | 4.3 | $39M | 243k | 159.79 | |
| Colgate-Palmolive Company (CL) | 4.0 | $36M | 505k | 71.68 | |
| Ball Corporation (BALL) | 3.8 | $34M | 853k | 39.71 | |
| Kansas City Southern | 3.7 | $33M | 300k | 109.85 | |
| Anadarko Petroleum Corporation | 3.2 | $28M | 467k | 60.41 | |
| Deere & Company (DE) | 3.0 | $27M | 171k | 155.32 | |
| Norfolk Southern (NSC) | 2.7 | $24M | 178k | 135.78 | |
| Coca-Cola Company (KO) | 2.6 | $23M | 538k | 43.43 | |
| Apache Corporation | 2.4 | $21M | 545k | 38.48 | |
| Mondelez Int (MDLZ) | 2.2 | $20M | 479k | 41.73 | |
| General Electric Company | 2.1 | $19M | 1.4M | 13.48 | |
| Wells Fargo & Company (WFC) | 2.0 | $18M | 343k | 52.41 | |
| Goldman Sachs (GS) | 1.6 | $14M | 56k | 251.87 | |
| Halliburton Company (HAL) | 1.5 | $13M | 285k | 46.94 | |
| Schlumberger (SLB) | 1.4 | $13M | 194k | 64.78 | |
| Weyerhaeuser Company (WY) | 1.3 | $12M | 328k | 35.00 |
