Packer & Co Ltd

Q4 2025 13F Holdings

  • Location
    cottesloe, C3
  • Num holdings

    10

  • Value ($000)

    $376

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0001664017
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TRUST

COM
464285204
$148.55K
40 %

1,830,100

C
CNC

CENTENE CORP

COM
15135B101
$58.23K
16 %

1,415,000

---

PETROLEO BRASIL-SP PREF ADR

COM
71654V101
$44.5K
12 %

3,948,602

N
NXE

NEXGEN ENERGY LTD

COM
65340P106
$27.83K
7 %

3,024,793

A
AQN

ALGONQUIN POWER & UTILITIES

COM
015857105
$27.76K
7 %

4,513,113

V
VIPS

VIPSHOP HOLDINGS LTD - ADR

COM
92763W103
$27.41K
7 %

1,549,263

P
PYPL

PAYPAL HOLDINGS INC

COM
70450Y103
$13.43K
4 %

230,000

---

VALARIS LTD

COM
G9460G101
$10.23K
3 %

203,000

---

NOBLE CORP PLC

COM
G65431127
$9.12K
2 %

323,000

---

SEADRILL LIMITED

COM
G7997W102
$8.55K
2 %

247,080

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