13F HOLDINGS REPORT
Packer & Co Ltd
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001664017-25-000004
Total Value
$361,855
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TRUST | IAU | 2,150,100 | $156,463 | 43.24% |
| 2 | CENTENE CORP | CNC | 1,415,000 | $50,487 | 13.95% |
| 3 | PETROLEO BRASIL-SP PREF ADR | NE-WT | 3,948,602 | $46,672 | 12.90% |
| 4 | VIPSHOP HOLDINGS LTD - ADR | VAL-WT | 1,549,263 | $30,428 | 8.41% |
| 5 | NEXGEN ENERGY LTD | NXE | 3,024,793 | $27,072 | 7.48% |
| 6 | ALGONQUIN POWER & UTILITIES | 015857105 | 4,513,113 | $24,235 | 6.70% |
| 7 | VALARIS LTD | SDRL | 203,000 | $9,900 | 2.74% |
| 8 | NOBLE CORP PLC | NE-WT | 323,000 | $9,134 | 2.52% |
| 9 | SEADRILL LIMITED | SDRL | 247,080 | $7,464 | 2.06% |