Portfolio (Quarterly) Guide ↗

Packer & Co Ltd

· CIK 0001664017

13F Portfolio $267M AUM 10 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 2 Added 2 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IAU	ISHARES GOLD TRUST	Financial Services	1,830,100	$148.5M	39.55%	SOLD

Sector Allocation

Energy 49.9%

Healthcare 28.0%

Consumer Cyclical 14.7%

Financial Services 6.3%

Utilities 1.1%