Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 29
- −1 vs. Q4 2021
- Portfolio value
- $199.2M
- −$31.6M (−13.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 148,800 | $22.7M | 11.4% | +1,800+1.2% | Added | History |
| WFCWells Fargo & Company | Stock | 392,181 | $19.0M | 9.5% | +81,000+26.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 220,600 | $18.2M | 9.1% | −168,600−43.3% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 398,000 | $16.5M | 8.3% | +41,000+11.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 123,900 | $13.5M | 6.8% | +56,200+83.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 59,100 | $13.1M | 6.6% | +52,100+744.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 138,500 | $11.4M | 5.7% | +5,000+3.7% | Added | History |
| CICigna Group | Stock | 47,200 | $11.3M | 5.7% | 00.0% | Unchanged | History |
| WRKWestRock Co | COM | 178,200 | $8.38M | 4.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,520 | $7.01M | 3.5% | +2,040+425.0% | Added | History |
| SEESealed Air Corp | COM | 99,400 | $6.66M | 3.3% | −119,000−54.5% | Reduced | History |
| RTXRTX Corp | Stock | 65,100 | $6.45M | 3.2% | −172,900−72.6% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 24,600 | $5.93M | 3.0% | −31,000−55.8% | Reduced | History |
| OVVOvintiv Inc. | COM | 90,000 | $4.87M | 2.4% | +90,000 | New | History |
| ATVIActivision Blizzard, Inc. | COM | 60,000 | $4.81M | 2.4% | +60,000 | New | History |
| BHPBHP Group Ltd | ADR | 60,000 | $4.63M | 2.3% | +60,000 | New | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 103,400 | $4.63M | 2.3% | 00.0% | Unchanged | History |
| EQTEQT Corp | Stock | 101,000 | $3.48M | 1.7% | +101,000 | New | History |
| KKellanova | Stock | 47,000 | $3.03M | 1.5% | −194,000−80.5% | Reduced | History |
| GSKGSK plc | SPONSORED ADR | 65,000 | $2.83M | 1.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 12,000 | $1.64M | 0.8% | +2,000+20.0% | Added | History |
| OTISOtis Worldwide Corp | Stock | 19,000 | $1.46M | 0.7% | +4,000+26.7% | Added | History |
| JNJJohnson & Johnson | Stock | 8,000 | $1.42M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.40M | 0.7% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 34,700 | $1.33M | 0.7% | −6,000−14.7% | Reduced | – |
| NEMNEWMONT Corp | Stock | 13,000 | $1.03M | 0.5% | −4,000−23.5% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 40,000 | $981.0K | 0.5% | −15,000−27.3% | Reduced | – |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $781.0K | 0.4% | +2,500+22.7% | Added | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 23,990 | $615.0K | 0.3% | 00.0% | Unchanged | 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 | $9.05M | – |
Sold out since Q4 2021 (5)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 27 | $12.2M | 5.3% | History |
| NOCNorthrop Grumman Corp | Stock | 21,100 | $8.17M | 3.5% | History |
| BHP Group Ltd05545E209 | SPONSORED ADR | 60,000 | $3.59M | 1.6% | – |
| PFEPfizer Inc | Stock | 15,500 | $915.0K | 0.4% | History |
| KMBKimberly Clark Corp | Stock | 6,000 | $858.0K | 0.4% | History |