Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 30
- +3 vs. Q3 2021
- Portfolio value
- $230.7M
- −$22.1M (−8.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 147,000 | $26.9M | 11.7% | −36,500−19.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 389,200 | $23.8M | 10.3% | −60,000−13.4% | Reduced | History |
| RTXRTX Corp | Stock | 238,000 | $20.5M | 8.9% | −40,000−14.4% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 357,000 | $17.8M | 7.7% | +56,000+18.6% | Added | History |
| KKellanova | Stock | 241,000 | $15.5M | 6.7% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 311,181 | $14.9M | 6.5% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 218,400 | $14.7M | 6.4% | −87,400−28.6% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 27 | $12.2M | 5.3% | −15−35.7% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 55,600 | $11.6M | 5.0% | −11,600−17.3% | Reduced | History |
| CICigna Group | Stock | 47,200 | $10.8M | 4.7% | −13,200−21.9% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 133,500 | $10.2M | 4.4% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 21,100 | $8.17M | 3.5% | −8,400−28.5% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 67,700 | $8.04M | 3.5% | 00.0% | Unchanged | History |
| WRKWestRock Co | COM | 178,200 | $7.91M | 3.4% | +43,200+32.0% | Added | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 103,400 | $5.39M | 2.3% | −35,000−25.3% | Reduced | History |
| BHP Group Ltd05545E209 | SPONSORED ADR | 60,000 | $3.59M | 1.6% | 00.0% | Unchanged | – |
| GSKGSK plc | SPONSORED ADR | 65,000 | $2.87M | 1.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 7,000 | $2.35M | 1.0% | +7,000 | New | History |
| JPMJPMorgan Chase & Co | Stock | 10,000 | $1.58M | 0.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 480 | $1.39M | 0.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 8,000 | $1.37M | 0.6% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 15,000 | $1.31M | 0.6% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 40,700 | $1.30M | 0.6% | −65,000−61.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.19M | 0.5% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 17,000 | $1.05M | 0.5% | +17,000 | New | History |
| Barrick Gold Corp067901108 | COM | 55,000 | $1.04M | 0.5% | +55,000 | New | – |
| PFEPfizer Inc | Stock | 15,500 | $915.0K | 0.4% | −21,000−57.5% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 6,000 | $858.0K | 0.4% | −66,000−91.7% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,000 | $771.0K | 0.3% | 00.0% | Unchanged | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 23,990 | $640.0K | 0.3% | +23,990 | New | 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 | $14.4M | – |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.