Institutional Fund
Packer & Co Ltd
Cottesloe, AustraliaCIK 16640174 filings on record
Portfolio Value
$267.4K
Q1 2026
Holdings
10
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-28.8%
from $375.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Petroleo Brasileiro SA Petro27.7%
- Centene Corp Del17.3%
- Nexgen Energy Ltd10.5%
- Seadrill Ltd10.4%
- Noble Corp PLC9.5%
- Vipshop Hldgs Ltd9.1%
- Other15.5%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Petroleo Brasileiro SA Petro | 3.95M | $74.0K | 27.7% | 0 | Held |
| 2 | Centene Corp Del | 1.42M | $46.3K | 17.3% | 0 | Held |
| 3 | Nexgen Energy Ltd | 2.42M | $28.1K | 10.5% | −600.0K | Reduced |
| 4 | Seadrill Ltd | 613.1K | $27.9K | 10.4% | +366.0K | Added |
| 5 | Noble Corp PLC | 515.0K | $25.3K | 9.5% | +192.0K | Added |
| 6 | Vipshop Hldgs Ltd | 1.55M | $24.4K | 9.1% | 0 | Held |
| 7 | Valaris Ltd | 203.0K | $19.9K | 7.4% | 0 | Held |
| 8 | Paypal Hldgs Inc | 230.0K | $10.4K | 3.9% | 0 | Held |
| 9 | Transocean Ltd | 1.41M | $9.3K | 3.5% | +1.41M | New |
| 10 | Algonquin Pwr Utils Corp | 289.6K | $1.8K | 0.7% | −4.22M | Reduced |