Packer & Co

Packer & Co as of Dec. 31, 2018

Portfolio Holdings for Packer & Co

Packer & Co holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 7.1 $58M 590k 97.62
Hess (HES) 6.8 $55M 1.4M 40.50
Bank of America Corporation (BAC) 6.2 $50M 2.0M 24.64
Arch Coal Inc cl a 6.2 $50M 605k 82.99
Ball Corporation (BALL) 5.5 $44M 963k 45.98
Home Depot (HD) 4.8 $39M 229k 171.82
Lowe's Companies (LOW) 4.7 $38M 416k 92.36
Coca-Cola Company (KO) 4.7 $38M 802k 47.35
Colgate-Palmolive Company (CL) 4.6 $38M 632k 59.52
Citigroup (C) 4.5 $36M 695k 52.06
S&p Global (SPGI) 4.2 $34M 199k 169.94
Facebook Inc cl a (META) 3.9 $32M 243k 131.09
Kansas City Southern 3.8 $31M 326k 95.45
Wells Fargo & Company (WFC) 3.8 $30M 660k 46.08
Mondelez Int (MDLZ) 3.8 $30M 760k 40.03
Peabody Energy (BTU) 3.6 $29M 959k 30.48
FedEx Corporation (FDX) 3.5 $29M 178k 161.33
Norfolk Southern (NSC) 3.3 $27M 178k 149.54
Deere & Company (DE) 3.1 $26M 171k 149.17
Alphabet Inc Class A cs (GOOGL) 2.7 $22M 21k 1044.98
Anadarko Petroleum Corporation 2.5 $21M 467k 43.84
Weyerhaeuser Company (WY) 2.4 $19M 884k 21.86
Apache Corporation 1.8 $14M 545k 26.25
American Airls (AAL) 1.7 $14M 424k 32.11
Halliburton Company (HAL) 0.9 $7.6M 285k 26.58