Packer & Co as of March 31, 2025
Portfolio Holdings for Packer & Co
Packer & Co holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Gold Trust (IAU) | 42.1 | $139M | 2.4M | 58.96 | |
| Hess (HES) | 15.2 | $50M | 313k | 159.73 | |
| Petroleo Brasileiro SA (PBR.A) | 10.6 | $35M | 2.7M | 13.04 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 7.4 | $24M | 1.5M | 15.68 | |
| Algonquin Power & Utilities equs (AQN) | 7.0 | $23M | 4.5M | 5.14 | |
| Dollar General (DG) | 7.0 | $23M | 262k | 87.93 | |
| Nexgen Energy (NXE) | 4.1 | $14M | 3.0M | 4.49 | |
| Valaris (VAL) | 2.4 | $8.0M | 203k | 39.26 | |
| Noble Corp (NE) | 2.3 | $7.7M | 323k | 23.70 | |
| Seadrill 2021 (SDRL) | 1.9 | $6.2M | 247k | 25.00 |