Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 25
- No 13F data for Q4 2020
- Portfolio value
- $357.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 819,400 | $45.7M | 12.8% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 105 | $40.5M | 11.3% | – | – | History |
| RTXRTX Corp | Stock | 460,500 | $35.6M | 9.9% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 554,000 | $32.8M | 9.2% | – | – | History |
| KKellanova | Stock | 376,000 | $23.8M | 6.7% | – | – | History |
| SEESealed Air Corp | COM | 469,800 | $21.5M | 6.0% | – | – | History |
| WFCWells Fargo & Company | Stock | 504,181 | $19.7M | 5.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 128,000 | $17.0M | 4.7% | – | – | History |
| KMBKimberly Clark Corp | Stock | 120,000 | $16.7M | 4.7% | – | – | History |
| CICigna Group | Stock | 57,200 | $13.8M | 3.9% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 70,700 | $12.8M | 3.6% | – | – | History |
| PFEPfizer Inc | Stock | 343,000 | $12.4M | 3.5% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 37,500 | $12.1M | 3.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,200 | $10.7M | 3.0% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 193,400 | $10.6M | 3.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,420 | $9.12M | 2.5% | – | – | History |
| CNXCNX Resources Corp | COM | 608,299 | $8.94M | 2.5% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 105,700 | $3.44M | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 14,000 | $2.30M | 0.6% | – | – | History |
| GSKGSK plc | SPONSORED ADR | 60,000 | $2.14M | 0.6% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 25,000 | $1.71M | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 10,000 | $1.52M | 0.4% | – | – | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 39,500 | $1.08M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.01M | 0.3% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 7,000 | $590.0K | 0.2% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Tr464288513 | IBOXX HI YD ETF | $8.37M | – |
| TSLATesla, Inc. | Stock | $6.68M | – |