Packer & Co as of Dec. 31, 2025
Portfolio Holdings for Packer & Co
Packer & Co holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Gold Trust (IAU) | 39.6 | $149M | 1.8M | 81.17 | |
| Centene Corporation (CNC) | 15.5 | $58M | 1.4M | 41.15 | |
| Petroleo Brasileiro SA (PBR.A) | 11.8 | $45M | 3.9M | 11.27 | |
| Nexgen Energy (NXE) | 7.4 | $28M | 3.0M | 9.20 | |
| Algonquin Power & Utilities equs (AQN) | 7.4 | $28M | 4.5M | 6.15 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 7.3 | $27M | 1.5M | 17.69 | |
| Paypal Holdings (PYPL) | 3.6 | $13M | 230k | 58.38 | |
| Valaris (VAL) | 2.7 | $10M | 203k | 50.40 | |
| Noble Corp (NE) | 2.4 | $9.1M | 323k | 28.24 | |
| Seadrill 2021 (SDRL) | 2.3 | $8.5M | 247k | 34.60 |
