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Packer & Co Ltd
Updated 2 days agoManaged by Packer & Co Ltd • Latest filing Q3 2026
Portfolio value
$288.6M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $375.6M |
| Q1 2026 | $267.4M |
| Q3 2026 | $288.6M |
Top holdings
9 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $87.9M | 1.42M | 30.45% | — | |
| 2 | $75M | 3.95M | 25.98% | — | |
| 3 | $27.4M | 613.1K | 9.49% | — | |
| 4 | $22.1M | 2.42M | 7.66% | — | |
| 5 | $21.5M | 515.0K | 7.45% | — | |
| 6 | $19.4M | 1.55M | 6.71% | — | |
| 7 | $15.9M | 203.0K | 5.52% | — | |
| 8 | $12.1M | 230.0K | 4.19% | — | |
| 9 | $7.4M | 1.41M | 2.55% | — |