Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 27
- −1 vs. Q4 2022
- Portfolio value
- $190.5M
- −$17.7M (−8.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 216,600 | $27.6M | 14.5% | +12,000+5.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 254,800 | $26.4M | 13.9% | +62,000+32.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 183,000 | $17.0M | 8.9% | +183,000 | New | History |
| AXPAmerican Express Co | Stock | 79,500 | $13.1M | 6.9% | −29,500−27.1% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 199,000 | $12.4M | 6.5% | +37,000+22.8% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 236,000 | $9.65M | 5.1% | −270,000−53.4% | Reduced | History |
| WFCWells Fargo & Company | Stock | 253,981 | $9.49M | 5.0% | −102,200−28.7% | Reduced | History |
| SEESealed Air Corp | COM | 193,400 | $8.88M | 4.7% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 450,000 | $8.36M | 4.4% | 00.0% | Unchanged | – |
| YUMCYum China Holdings, Inc. | COM | 108,500 | $6.88M | 3.6% | −110,500−50.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 52,100 | $6.79M | 3.6% | −36,700−41.3% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 65,000 | $6.13M | 3.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 61,600 | $6.03M | 3.2% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 68,200 | $5.84M | 3.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 24,550 | $5.60M | 2.9% | +1,000+4.2% | Added | History |
| OVVOvintiv Inc. | COM | 138,000 | $4.98M | 2.6% | −15,000−9.8% | Reduced | History |
| BHPBHP Group Ltd | ADR | 46,000 | $2.92M | 1.5% | −29,000−38.7% | Reduced | History |
| GSKGSK plc | ADR | 52,000 | $1.85M | 1.0% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 54,700 | $1.77M | 0.9% | +20,000+57.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 7,500 | $1.59M | 0.8% | −18,500−71.2% | Reduced | History |
| EMFTempleton Emerging Markets Fund | COM | 135,000 | $1.58M | 0.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.22M | 0.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 11,000 | $1.12M | 0.6% | −45,600−80.6% | Reduced | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 47,990 | $984.3K | 0.5% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 3,200 | $817.7K | 0.4% | −15,100−82.5% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $759.6K | 0.4% | −6,500−41.9% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $592.5K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.