Packer & Co Ltd
10 holdingsFiling period: 2026-03-31Current AUM: $305.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PBR/A | PETROLEO BRASIL-SP PREF ADR | 3.95M | $74.0M | $74.0M | 24.25% | -- | 2026-03-31 |
| 2 | CNC | CENTENE CORP | 1.42M | $46.3M | $88.0M | 28.84% | -- | 2026-03-31 |
| 3 | NXE | NEXGEN ENERGY LTD | 2.42M | $28.1M | $22.2M | 7.27% | -600,000 | 2026-03-31 |
| 4 | — | SEADRILL LIMITED | 613.1K | $27.9M | $27.9M | 9.14% | +366.0K | 2026-03-31 |
| 5 | — | NOBLE CORP PLC | 515.0K | $25.3M | $25.3M | 8.28% | +192.0K | 2026-03-31 |
| 6 | VIPS | VIPSHOP HOLDINGS LTD - ADR | 1.55M | $24.4M | $23.8M | 7.79% | -- | 2026-03-31 |
| 7 | — | VALARIS LTD | 203.0K | $19.9M | $19.9M | 6.52% | -- | 2026-03-31 |
| 8 | PYPL | PAYPAL HOLDINGS INC | 230.0K | $10.4M | $13.2M | 4.31% | -- | 2026-03-31 |
| 9 | — | TRANSOCEAN LTD | 1.41M | $9.3M | $9.3M | 3.05% | -- | 2026-03-31 |
| 10 | AQN | ALGONQUIN POWER & UTILITIES | 289.6K | $1.8M | $1.7M | 0.55% | -4,223,557 | 2026-03-31 |
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