Jock Packer

Packer & Co Ltd

Assets Managed

$267.409M

Holdings

Last Quarter

2026 - Q1

Filed Date

3d ago

Growth Rate

-28.8%(2Q avg: -12.5%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Packer & Co Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Packer & Co Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 267.409M in assets, with a quarterly growth rate of -28.8% and a 2-quarter average growth rate of -12.5%. The portfolio is managed by Jock Packer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PBR.A Petroleo Brasil-sp Pref Adr Recent Activity	27.69%	$74.036M 3.949M shares@ $18.75 avg price
CNC Centene Corp Recent Activity	17.33%	$46.327M 1.415M shares@ $32.74 avg price
NXE Nexgen Energy Ltd Recent Activity Decreased -19.83%	10.52%	$28.128M 2.425M shares@ $11.61 avg price	Decreased -19.83%
SDRL Seadrill Limited Recent Activity Increased 148.14%	10.44%	$27.895M 613,080 shares@ $45.5 avg price	Increased 148.14%
NE Noble Corp Plc Recent Activity Increased 59.45%	9.46%	$25.271M 515,000 shares@ $49.07 avg price	Increased 59.45%
VIPS Vipshop Holdings Ltd - Adr Recent Activity	9.11%	$24.354M 1.549M shares@ $15.72 avg price
VAL Valaris Ltd Recent Activity	7.45%	$19.902M 203,000 shares@ $98.04 avg price
PYPL Paypal Holdings Inc Recent Activity	3.9%	$10.403M 230,000 shares@ $45.24 avg price
RIG Transocean Ltd Recent Activity New Position	3.49%	$9.315M 1.405M shares@ $6.63 avg price	New Position
AQN Algonquin Power & Utilities Recent Activity Decreased -93.58%	0.67%	$1.778M 289,556 shares@ $6.15 avg price	Decreased -93.58%

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