Packer & Co Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 9, 2024), Packer & Co Ltd reported 3 stock positions worth $285.6 million. Its top holding was iShares Gold Trust (IAU) at 52.7% of the portfolio, followed by Hess (HES, 35.4%) and Scorpio Tankers (STNG, 11.8%). Compared with Q4 2023, it reduced 1. The biggest sale was Hess (HES, shares −6%).

Most Recent 13F
Q1 2026
Location
COTTESLOE, C3
CIK
0001664017
Portfolio Value
$285.6M (Q1 2024)
SEC Filing
0001664017-24-000002 ↗ filed Apr 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $285.6M $285.6M Q1 2024 Q2 2024: $293.7M Q2 2024 Q3 2024: $294.8M Q3 2024 Q4 2024: $312.9M Q4 2024 Q1 2025: $329.2M Q1 2025 Q3 2025: $361.9M Q3 2025 Q4 2025: $375.6M Q4 2025 Q1 2026: $267.4M Q1 2026

Holdings 3 stocks · $285.6M
IAU iShares Gold Trust 52.74% 3,585,100 $150.6M No change
HES Hess Corp. 35.41% 662,616 $101.1M Reduce -6.0%
STNG Scorpio Tankers Inc. 11.85% 473,000 $33.8M No change

Portfolio Sells Q4 2023 → Q1 2024
HES Hess Corp. Reduce -6.0% 35.41% −2.17

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 10$267.4MPBR.A, CNC, NXE, SDRL, NE
Q4 2025 10$375.6MIAU, CNC, PBR.A, NXE, AQN
Q3 2025 7$361.9MIAU, NE, CNC, VAL, NXE
Q1 2025 10$329.2MIAU, HES, PBR.A, VIPS, AQN
Q4 2024 6$312.9MIAU, HES, STNG, NE, SDRL
Q3 2024 3$294.8MIAU, HES, STNG
Q2 2024 3$293.7MIAU, HES, STNG
Q1 2024 3$285.6MIAU, HES, STNG