0001664017-19-000005.txt : 20190710 0001664017-19-000005.hdr.sgml : 20190710 20190709201357 ACCESSION NUMBER: 0001664017-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190710 DATE AS OF CHANGE: 20190709 EFFECTIVENESS DATE: 20190710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Packer & Co Ltd CENTRAL INDEX KEY: 0001664017 IRS NUMBER: 000000000 STATE OF INCORPORATION: C3 FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17075 FILM NUMBER: 19948016 BUSINESS ADDRESS: STREET 1: UNIT 5 STREET 2: 89 FORREST STREET CITY: COTTESLOE STATE: C3 ZIP: 6011 BUSINESS PHONE: 61893854744 MAIL ADDRESS: STREET 1: UNIT 5 STREET 2: 89 FORREST STREET CITY: COTTESLOE STATE: C3 ZIP: 6011 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001664017 XXXXXXXX 06-30-2019 06-30-2019 true 1 RESTATEMENT Packer & Co Ltd

UNIT 5 89 FORREST STREET COTTESLOE C3 6011

13F HOLDINGS REPORT 028-17075 N Adam Waterworth 61893854144 Adam Waterworth Cottesloe C3 07-09-2019 0 24 1015213 false INFORMATION TABLE 2 Jun19Packer13F.xml Hess Corporation COM 42809H107 133176 2094952 SH SOLE 1694216 0 0 JPMorgan Chase & Co. COM 46625H100 66007 590405 SH SOLE 590405 0 0 Bank of America Corp COM 060505104 59143 2039400 SH SOLE 2039400 0 0 Arch Coal Inc Class A CL A 039380407 54703 580650 SH SOLE 963346 0 0 Ball Corporation COM 058498106 52727 753346 SH SOLE 604500 0 0 Citigroup Inc. COM NEW 172967424 48657 694800 SH SOLE 415600 0 0 Home Depot, Inc. COM 437076102 47584 228800 SH SOLE 228800 0 0 Facebook, Inc. Class A CL A 30303M102 46899 243000 SH SOLE 632336 0 0 Colgate-Palmolive Company COM 194162103 45320 632336 SH SOLE 694800 0 0 Lowe's Companies, Inc. COM 548661107 41938 415600 SH SOLE 199000 0 0 Mondelez International, Inc. Class A CL A 609207105 40964 759998 SH SOLE 243000 0 0 Kansas City Southern COM NEW 485170302 39749 326290 SH SOLE 759998 0 0 Coca-Cola Company COM 191216100 38652 759078 SH SOLE 326290 0 0 S&P Global, Inc. COM 78409V104 38497 169000 SH SOLE 801578 0 0 Norfolk Southern Corporation COM 655844108 35441 177800 SH SOLE 177800 0 0 Wells Fargo & Company COM 949746101 31222 659800 SH SOLE 178384 0 0 FedEx Corporation COM 31428X106 29289 178384 SH SOLE 659800 0 0 Deere & Company COM 244199105 28301 170785 SH SOLE 23275 0 0 Crown Holdings, Inc. COM 228368106 26257 429746 SH SOLE 170785 0 0 Alphabet Inc. Class A CL A 02079K305 25202 23275 SH SOLE 958600 0 0 Weyerhaeuser Company COM 962166104 23285 884000 SH SOLE 884000 0 0 Peabody Energy Corporation COM 704551100 23102 958600 SH SOLE 466800 0 0 American Airlines Group, Inc. COM 02376R102 20818 638400 SH SOLE 424400 0 0 Apache Corporation COM 037411105 18280 631000 SH SOLE 284700 0 0