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Packer & Co Ltd

Q1 2025 · Filed 2025-04-22
Market Value
$323M
+6.5%
Holdings
10
+5
New Purchases
5
Added To
0
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
60.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PBR-A 10.75% 0.00% +10.75% $35M
VIPS 7.52% 0.00% +7.52% $24M
AQN 7.18% 0.00% +7.18% $23M
DG 7.14% 0.00% +7.14% $23M
NXE 4.20% 0.00% +4.20% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAU 42.90% 58.52% -15.62% $139M
HES 15.46% 29.06% -13.60% $50M
STNG 0.00% 6.11% -6.11% $0
NE 2.37% 3.34% -0.97% $8M
VAL 2.47% 2.96% -0.49% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $246M 76.3%
Mid Cap 6 $77M 23.7%

Portfolio Analytics

Avg Market Cap
$29.1B
Median Market Cap
$7.7B
Avg P/E
19.1
Median P/E
11.5
Avg Dividend Yield
0.03%
Avg Beta
0.59
# Stocks
9
# ETFs / Funds
1

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IAU 42.90% 2,350,100 $139M $58.96 -$39M -1,235,000 -34.5%
2 HES 15.46% 312,616 $50M $159.73 -$38M -350,000 -52.8%
3 PBR-A 10.75% 2,663,100 $35M $13.04 +2,663,100 NEW
4 VIPS 7.52% 1,549,263 $24M $15.68 +1,549,263 NEW
5 AQN 7.18% 4,513,113 $23M $5.14 +4,513,113 NEW
6 DG 7.14% 262,300 $23M $87.93 +262,300 NEW
7 NXE 4.20% 3,024,793 $14M $4.49 +3,024,793 NEW
8 VAL 2.47% 203,000 $8M $39.26 -$1M
9 NE 2.37% 323,000 $8M $23.70 -$2M
10 STNG —% -$19M -373,000 -100.0% SOLD

New Positions

SymbolValue% Port
PBR-A $35M 10.75%
VIPS $24M 7.52%
AQN $23M 7.18%
DG $23M 7.14%
NXE $14M 4.20%

Sold Out Positions

SymbolValue% Port
STNG —%
View SEC EDGAR Filings for Packer & Co Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms