Instuitional Investor - Packer & Co Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Petrobras - Petroleo Brasileiro Sa	PBR	3,948,602	$74,036	27.69%
2.	Centene Corp	CNC	1,415,000	$46,327	17.32%
3.	Nexgen Energy Ltd.	NXE	2,424,793	$28,128	10.52%
4.	Seadrill Ltd	SDRL	613,080	$27,895	10.43%
5.	Noble Corp Plc	NE	515,000	$25,271	9.45%