Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 28
- −1 vs. Q3 2022
- Portfolio value
- $208.2M
- +$30.8M (+17.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 204,600 | $22.5M | 10.8% | +27,000+15.2% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 506,000 | $19.2M | 9.2% | +119,000+30.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 192,800 | $17.0M | 8.2% | +54,000+38.9% | Added | History |
| AXPAmerican Express Co | Stock | 109,000 | $16.1M | 7.7% | +109,000 | New | History |
| WFCWells Fargo & Company | Stock | 356,181 | $14.7M | 7.1% | −136,000−27.6% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 219,000 | $12.0M | 5.7% | −93,000−29.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 88,800 | $11.9M | 5.7% | +13,500+17.9% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 162,000 | $10.2M | 4.9% | +6,000+3.8% | Added | History |
| SEESealed Air Corp | COM | 193,400 | $9.65M | 4.6% | +52,000+36.8% | Added | History |
| WRKWestRock Co | COM | 259,800 | $9.13M | 4.4% | +20,000+8.3% | Added | History |
| OVVOvintiv Inc. | COM | 153,000 | $7.76M | 3.7% | +37,000+31.9% | Added | History |
| Barrick Gold Corp067901108 | COM | 450,000 | $7.73M | 3.7% | +130,000+40.6% | Added | – |
| RTXRTX Corp | Stock | 61,600 | $6.22M | 3.0% | −3,500−5.4% | Reduced | History |
| CICigna Group | Stock | 18,300 | $6.06M | 2.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 23,550 | $5.84M | 2.8% | −1,350−5.4% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 68,200 | $5.22M | 2.5% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 56,600 | $4.99M | 2.4% | −67,300−54.3% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 65,000 | $4.86M | 2.3% | +65,000 | New | History |
| BHPBHP Group Ltd | ADR | 75,000 | $4.65M | 2.2% | +15,000+25.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 26,000 | $3.13M | 1.5% | −50,400−66.0% | Reduced | History |
| GSKGSK plc | ADR | 52,000 | $1.83M | 0.9% | 00.0% | Unchanged | History |
| EMFTempleton Emerging Markets Fund | COM | 135,000 | $1.54M | 0.7% | +45,000+50.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.22M | 0.6% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 15,500 | $1.21M | 0.6% | −3,500−18.4% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 34,700 | $994.5K | 0.5% | 00.0% | Unchanged | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 47,990 | $988.1K | 0.5% | +24,000+100.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 7,200 | $794.2K | 0.4% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $757.8K | 0.4% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.