Packer & Co as of March 31, 2026
Portfolio Holdings for Packer & Co
Packer & Co holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Petroleo Brasileiro SA (PBR.A) | 27.7 | $74M | 3.9M | 18.75 | |
| Centene Corporation (CNC) | 17.3 | $46M | 1.4M | 32.74 | |
| Nexgen Energy (NXE) | 10.5 | $28M | 2.4M | 11.60 | |
| Seadrill 2021 (SDRL) | 10.4 | $28M | 613k | 45.50 | |
| Noble Corp (NE) | 9.5 | $25M | 515k | 49.07 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 9.1 | $24M | 1.5M | 15.72 | |
| Valaris (VAL) | 7.4 | $20M | 203k | 98.04 | |
| Paypal Holdings (PYPL) | 3.9 | $10M | 230k | 45.23 | |
| Transocean (RIG) | 3.5 | $9.3M | 1.4M | 6.63 | |
| Algonquin Power & Utilities equs (AQN) | 0.7 | $1.8M | 290k | 6.14 |
