Packer & Co Ltd NE β€” NOBLE CORP PLC

Ownership history in Packer & Co Ltd  Β·  4 quarters on record

AI Ownership Summary

Packer & Co Ltd reported NOBLE CORP PLC (NE) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 15.42% in 2025 Q3. The latest visible filing shows NE at 2.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Packer & Co Ltd's position in NOBLE CORP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NE was reported at 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Packer & Co Ltd held NE β€” position size vs. price
% of Fund (quarterly)    NE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 92.4% +75.7% ❌ 323,000 -3,948,602 -92.4% 2.43% $9.1M 2026-02-14 (Est.) $45.32
2025 Q3 ADDED β€” β€” β€” 4,271,602 +3,948,602 +1222.5% 15.42% $55.8M 2025-10-28 $29.18
2025 Q1 UNCHANGED β€” β€” β€” 323,000 β€” 0% 2.33% $7.7M 2025-04-22 $18.77
2024 Q4 INITIATED β€” β€” β€” 323,000 β€” β€” 3.24% $10.1M 2025-02-11 $29.15

FAQ About Packer & Co Ltd and NE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Packer & Co Ltd reported owning NE?

Packer & Co Ltd reported NE across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NE position in Packer & Co Ltd's portfolio?

The largest reported portfolio weight for NE was 15.42% in 2025 Q3.

What is the latest reported NE position on this page?

The most recent filing on this page is 2025 Q4, when Packer & Co Ltd reported 323,000 shares, equal to 2.43% of portfolio, with an estimated market value of $9.1M.

What does the chart on this NE ownership page compare?

The chart compares Packer & Co Ltd's quarterly NE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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