Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 27
- −2 vs. Q1 2022
- Portfolio value
- $182.7M
- −$16.4M (−8.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 177,600 | $22.7M | 12.4% | +28,800+19.4% | Added | History |
| WFCWells Fargo & Company | Stock | 492,181 | $19.3M | 10.6% | +100,000+25.5% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 312,000 | $15.1M | 8.3% | −86,000−21.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,940 | $15.1M | 8.3% | +4,420+175.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 123,900 | $14.1M | 7.7% | 00.0% | Unchanged | History |
| WRKWestRock Co | COM | 239,800 | $9.55M | 5.2% | +61,600+34.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 59,100 | $9.53M | 5.2% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 156,000 | $9.19M | 5.0% | +156,000 | New | History |
| SEESealed Air Corp | COM | 141,400 | $8.16M | 4.5% | +42,000+42.3% | Added | History |
| CICigna Group | Stock | 30,300 | $7.99M | 4.4% | −16,900−35.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 69,300 | $7.80M | 4.3% | +57,300+477.5% | Added | History |
| RTXRTX Corp | Stock | 65,100 | $6.26M | 3.4% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 63,500 | $5.79M | 3.2% | −75,000−54.2% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 24,900 | $5.51M | 3.0% | +300+1.2% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 60,000 | $4.67M | 2.6% | 00.0% | Unchanged | History |
| OVVOvintiv Inc. | COM | 101,000 | $4.46M | 2.4% | +11,000+12.2% | Added | History |
| BHPBHP Group Ltd | ADR | 60,000 | $3.37M | 1.8% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 112,000 | $3.28M | 1.8% | +112,000 | New | History |
| GSKGSK plc | SPONSORED ADR | 65,000 | $2.83M | 1.5% | 00.0% | Unchanged | History |
| EQTEQT Corp | Stock | 56,000 | $1.93M | 1.1% | −45,000−44.6% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 19,000 | $1.34M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.08M | 0.6% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 34,700 | $950.0K | 0.5% | 00.0% | Unchanged | – |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $867.0K | 0.5% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 40,000 | $708.0K | 0.4% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 7,200 | $617.0K | 0.3% | −213,400−96.7% | Reduced | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 23,990 | $535.0K | 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 | $8.10M | – |
Sold out since Q1 2022 (4)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 103,400 | $4.63M | 2.3% | History |
| KKellanova | Stock | 47,000 | $3.03M | 1.5% | History |
| JNJJohnson & Johnson | Stock | 8,000 | $1.42M | 0.7% | History |
| NEMNEWMONT Corp | Stock | 13,000 | $1.03M | 0.5% | History |