SEC 13F Intelligence

Packer & Co Ltd / NXE

Packer & Co Ltd’s Nexgen Energy Ltd Position

Does Packer & Co Ltd own Nexgen Energy Ltd (NXE)? Yes — 2.42M shares worth $28M (+10.52% of its 13F portfolio) as of Q1 2026, down from 3.02M shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
2.42M
% of Portfolio
+10.52%
Quarters Held
4
currently held

Position History NXE

Reported value by quarter
Q1 ’25: $14MQ1 ’25Q3 ’25: $27MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.42M$28M+10.52%
Q4 20253.02M$28M+7.41%
Q3 20253.02M$27M+7.48%
Q1 20253.02M$14M+4.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Packer & Co Ltd’s full portfolio or all institutional holders of NXE.