Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 27
- 0 vs. Q1 2023
- Portfolio value
- $228.6M
- +$38.1M (+20.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 241,600 | $28.8M | 12.6% | +25,000+11.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 198,200 | $23.7M | 10.4% | −56,600−22.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 227,600 | $23.0M | 10.0% | +44,600+24.4% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 486,100 | $19.4M | 8.5% | +250,100+106.0% | Added | History |
| AXPAmerican Express Co | Stock | 106,600 | $18.6M | 8.1% | +27,100+34.1% | Added | History |
| WFCWells Fargo & Company | Stock | 397,981 | $17.0M | 7.4% | +144,000+56.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 73,750 | $15.9M | 6.9% | +49,200+200.4% | Added | History |
| Barrick Gold Corp067901108 | COM | 759,000 | $12.8M | 5.6% | +309,000+68.7% | Added | – |
| OXYOccidental Petroleum Corp | Stock | 206,000 | $12.1M | 5.3% | +7,000+3.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 72,100 | $10.5M | 4.6% | +20,000+38.4% | Added | History |
| SEESealed Air Corp | COM | 220,100 | $8.80M | 3.9% | +26,700+13.8% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 108,500 | $6.13M | 2.7% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 61,600 | $6.03M | 2.6% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 91,900 | $5.48M | 2.4% | +45,900+99.8% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 48,000 | $5.31M | 2.3% | −17,000−26.2% | Reduced | History |
| HALHalliburton Co | Stock | 93,500 | $3.08M | 1.3% | +93,500 | New | History |
| GSKGSK plc | ADR | 52,000 | $1.85M | 0.8% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 54,700 | $1.65M | 0.7% | 00.0% | Unchanged | – |
| EMFTempleton Emerging Markets Fund | COM | 135,000 | $1.60M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.35M | 0.6% | 00.0% | Unchanged | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 47,990 | $936.3K | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 11,000 | $916.9K | 0.4% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 3,200 | $897.9K | 0.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,000 | $836.0K | 0.4% | +25,000 | New | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $801.1K | 0.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,400 | $688.8K | 0.3% | −5,100−68.0% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $460.8K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.