Packer & Co Ltd has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on November 3, 2026, by Jock Packer, who is identified as the Fund Manager.
The report lists a total of nine equity securities held by the firm. The largest holding disclosed in the portfolio is Centene Corporation, for which the firm holds 1,415,000 shares. Following Centene, Transocean Ltd is the second-largest holding, with 1,405,000 shares listed.
The remaining holdings in the portfolio include:
- Petroleo Brasileiro S.A. (Petrobras) - 3,948,602 shares
- Vipshop Holdings Ltd - 1,549,263 shares
- NexGen Energy Ltd - 2,424,793 shares
- PayPal Holdings Inc - 230,000 shares
- Valaris Ltd - 203,000 shares
- Noble Corp PLC - 515,000 shares
- Seadrill Limited - 613,080 shares
All positions listed in the filing are reported as held in a sole capacity.
