PACKER & CO LTD
PACKER & CO LTD runs PACKER & CO LTD and currently holds 10 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $267.41M. Their top holdings are PBR-A, CNC, NXE, SDRL, NE. The top five represent 75.4% of reported portfolio weight. PACKER & CO LTD ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PACKER & CO LTD initiated 1 new position. They added to 2 existing positions. They trimmed 2 positions. Their current best-performing preview position is VAL with returns of +94.53%.
10 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
PBR-A PETROLEO BRASIL-SP PREF ADR | 27.69% | $11.27 | $17.22 | +52.80% | Held |
CNC CENTENE CORP | 17.32% | $35.68 | $65.00 | +82.16% | Held |
NXE NEXGEN ENERGY LTD | 10.52% | $8.95 | $10.85 | +21.17% | Trimmed -19.84% |
SDRL SEADRILL LIMITED | 10.43% | $39.34 | $47.25 | +20.11% | Added +148.13% |
NE NOBLE CORP PLC | 9.45% | $36.03 | $46.27 | +28.42% | Added +59.44% |
VIPS VIPSHOP HOLDINGS LTD - ADR | 9.11% | $17.69 | $14.53 | -17.86% | Held |
VAL VALARIS LTD | 7.44% | $48.77 | $87.75 | +79.93% | Held |
PYPL PAYPAL HOLDINGS INC | 3.89% | $58.38 | $61.55 | +5.43% | Held |
RIG TRANSOCEAN LTD | 3.48% | $6.63 | $5.92 | -10.78% | New Buy |
AQN ALGONQUIN POWER & UTILITIES | 0.66% | $5.37 | $5.71 | +6.24% | Trimmed -93.58% |