Q4 2024 · 13F-HR
Packer & Co Ltdholdings as filed
Filed 2025-02-11 · accession 0001664017-25-000001
$312,909
Reported value
6
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464285204 | IAU | ISHARES GOLD TRUST | $177,498 | 56.7% | 3,585,100 | Common | SOLE |
| 42809H107 | HES | HESS CORP | $88,135 | 28.2% | 662,616 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $18,534 | 5.92% | 373,000 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $10,142 | 3.24% | 323,000 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $9,619 | 3.07% | 247,080 | Common | SOLE |
| G9460G101 | VAL | VALARIS LTD | $8,981 | 2.87% | 203,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.