Filed: 2/11/2025ACC: 0001664017-25-000001
📋 What this filing means
PACKER & CO LTD filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $312.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$312.9K
Total AUM (reported)
5.39M
Total Shares
Allocation by class
COM$312.9K100.0%
Portfolio Concentration
Top 3$284.2K90.8%
4–10$28.7K9.2%
Top 3 weight
90.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.39M
Sole
Full voting authority
5.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
ISHARES GOLD TRUST
SOLEShares3.59M
TypeSH
Market value$177.5K
56.73%
Sole
3.59M
Shared
0.00
None
0.00
HESS CORP
SOLEShares662.62K
TypeSH
Market value$88.1K
28.17%
Sole
662.62K
Shared
0.00
None
0.00
SCORPIO TANKERS INC
SOLEShares373K
TypeSH
Market value$18.5K
5.92%
Sole
373K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares323K
TypeSH
Market value$10.1K
3.24%
Sole
323K
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares247.08K
TypeSH
Market value$9.6K
3.07%
Sole
247.08K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares203K
TypeSH
Market value$9.0K
2.87%
Sole
203K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRUSTSOLE | COM | 3.59M | SH | $177.5K 56.73% | 3.59M | 0.00 | 0.00 |
HESS CORPSOLE | COM | 662.62K | SH | $88.1K 28.17% | 662.62K | 0.00 | 0.00 |
SCORPIO TANKERS INCSOLE | COM | 373K | SH | $18.5K 5.92% | 373K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | COM | 323K | SH | $10.1K 3.24% | 323K | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 247.08K | SH | $9.6K 3.07% | 247.08K | 0.00 | 0.00 |
VALARIS LTDSOLE | COM | 203K | SH | $9.0K 2.87% | 203K | 0.00 | 0.00 |