Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 29
- +2 vs. Q2 2022
- Portfolio value
- $177.4M
- −$5.33M (−2.9%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 177,600 | $20.1M | 11.3% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 492,181 | $19.8M | 11.2% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 312,000 | $14.8M | 8.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 138,800 | $13.3M | 7.5% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| FCXFreeport-McMoran Inc | Stock | 387,000 | $10.6M | 6.0% | +275,000+245.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 76,400 | $10.4M | 5.8% | +17,300+29.3% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 123,900 | $9.91M | 5.6% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 156,000 | $9.59M | 5.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 75,300 | $7.87M | 4.4% | +6,000+8.7% | Added | History |
| WRKWestRock Co | COM | 239,800 | $7.41M | 4.2% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 141,400 | $6.29M | 3.5% | 00.0% | Unchanged | History |
| OVVOvintiv Inc. | COM | 116,000 | $5.34M | 3.0% | +15,000+14.9% | Added | History |
| RTXRTX Corp | Stock | 65,100 | $5.33M | 3.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 24,900 | $5.28M | 3.0% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 18,300 | $5.08M | 2.9% | −12,000−39.6% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 68,200 | $5.07M | 2.9% | +8,200+13.7% | Added | History |
| Barrick Gold Corp067901108 | COM | 320,000 | $4.96M | 2.8% | +280,000+700.0% | Added | – |
| SLBSLB Limited | Stock | 126,000 | $4.52M | 2.5% | +126,000 | New | History |
| BHPBHP Group Ltd | ADR | 60,000 | $3.00M | 1.7% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 52,000 | $1.53M | 0.9% | +52,000 | New | History |
| OTISOtis Worldwide Corp | Stock | 19,000 | $1.21M | 0.7% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 13,500 | $1.16M | 0.7% | −50,000−78.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.06M | 0.6% | 00.0% | Unchanged | History |
| EMFTempleton Emerging Markets Fund | COM | 90,000 | $933.0K | 0.5% | +90,000 | New | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 34,700 | $837.0K | 0.5% | 00.0% | Unchanged | – |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $679.0K | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 7,200 | $629.0K | 0.4% | 00.0% | Unchanged | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 23,990 | $462.0K | 0.3% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 65,000 | $396.0K | 0.2% | +65,000 | New | History |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.