account_balance

Investment manager · 13F filer · SEC CIK 1664017

Packer & Co Ltd

Reported value$289Mas of Sep 30, 2026
Positions9 0 new, 1 sold out
Top 10 weight100.0%CNC alone is 30%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list
CNC Centene Corp 30.5% HeldPBR-A Petrobras - Petroleo Brasileiro SA 26.0% HeldSDRL Seadrill Ltd 9.5% HeldNXE NexGen Energy Ltd. 7.7% HeldNE Noble Corp PLC 7.4% HeldVIPS Vipshop Holdings Ltd 6.7% HeldVAL Valaris Ltd 5.5% HeldPYPL PayPal Holdings, Inc. 4.2% HeldRIG Transocean Ltd. 2.6% Held

What changed

Biggest moves since Mar 31, 2026

Filed Nov 3, 2026, compared with the May 13, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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