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Disclosery

Packer & Co Ltd

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13F filer, CIK 1664017, COTTESLOE, Australia

Packer & Co Ltd reported $312,909,000 across 6 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001664017-25-000001

Period
2024-12-31
Reported value
$313M
Holdings
6
Top 10 weight
100%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NEnew+323,000$10.1M
SDRLnew+247,080$9.62M
VALnew+203,000$8.98M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001664017-25-000001, largest first. % of portfolio is the value over $312,909,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,585,100 shares; 2024Q3: 3,585,100 shares; 2024Q4: 3,585,100 shares 3,585,100$177M56.73%0Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662,616 shares; 2024Q3: 662,616 shares; 2024Q4: 662,616 shares 662,616$88.1M28.17%0
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 473,000 shares; 2024Q3: 373,000 shares; 2024Q4: 373,000 shares 373,000$18.5M5.92%0Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 323,000 shares 323,000$10.1M3.24%newTimeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 247,080 shares 247,080$9.62M3.07%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 203,000 shares 203,000$8.98M2.87%newTimeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001664017-25-000001 base2025-02-11acceptance time not in the bulk data set