Packer & Co as of Sept. 30, 2025
Portfolio Holdings for Packer & Co
Packer & Co holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Gold Trust (IAU) | 37.0 | $157M | 2.2M | 72.77 | |
| Noble Corp (NE) | 28.6 | $121M | 4.3M | 28.28 | |
| Centene Corporation (CNC) | 11.9 | $51M | 1.4M | 35.68 | |
| Valaris (VAL) | 7.2 | $30M | 1.5M | 19.64 | |
| Nexgen Energy (NXE) | 6.4 | $27M | 3.0M | 8.95 | |
| Algonquin Power & Utilities equs (AQN) | 5.7 | $24M | 4.5M | 5.37 | |
| Seadrill 2021 (SDRL) | 3.2 | $14M | 450k | 30.21 |
