Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 25
- 0 vs. Q1 2021
- Portfolio value
- $386.2M
- +$28.5M (+8.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 799,400 | $50.4M | 13.1% | −20,000−2.4% | Reduced | History |
| RTXRTX Corp | Stock | 475,500 | $40.6M | 10.5% | +15,000+3.3% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 83 | $34.7M | 9.0% | −22−21.0% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 514,000 | $34.1M | 8.8% | −40,000−7.2% | Reduced | History |
| KKellanova | Stock | 461,000 | $29.7M | 7.7% | +85,000+22.6% | Added | History |
| QCOMQualcomm Inc | Stock | 200,500 | $28.7M | 7.4% | +72,500+56.6% | Added | History |
| SEESealed Air Corp | COM | 457,800 | $27.1M | 7.0% | −12,000−2.6% | Reduced | History |
| WFCWells Fargo & Company | Stock | 504,181 | $22.8M | 5.9% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 131,400 | $17.6M | 4.6% | +11,400+9.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 67,700 | $15.4M | 4.0% | +20,500+43.4% | Added | History |
| PFEPfizer Inc | Stock | 347,500 | $13.6M | 3.5% | +4,500+1.3% | Added | History |
| CICigna Group | Stock | 57,200 | $13.6M | 3.5% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 70,700 | $13.3M | 3.4% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 29,500 | $10.7M | 2.8% | −8,000−21.3% | Reduced | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 193,400 | $10.2M | 2.6% | 00.0% | Unchanged | History |
| CNXCNX Resources Corp | COM | 608,299 | $8.31M | 2.2% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 105,700 | $3.59M | 0.9% | 00.0% | Unchanged | – |
| GSKGSK plc | SPONSORED ADR | 65,000 | $2.59M | 0.7% | +5,000+8.3% | Added | History |
| JNJJohnson & Johnson | Stock | 10,000 | $1.65M | 0.4% | −4,000−28.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,000 | $1.55M | 0.4% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 18,000 | $1.47M | 0.4% | −7,000−28.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 600 | $1.47M | 0.4% | −3,820−86.4% | Reduced | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 39,500 | $1.24M | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.10M | 0.3% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,000 | $878.0K | 0.2% | +4,000+57.1% | Added | History |
Options (1)
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 | $8.45M | – |