Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 9, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 27
- 0 vs. Q2 2023
- Portfolio value
- $226.5M
- −$2.11M (−0.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 241,600 | $26.8M | 11.8% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 240,800 | $20.9M | 9.2% | +13,200+5.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 155,200 | $20.3M | 9.0% | −43,000−21.7% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 518,100 | $19.3M | 8.5% | +32,000+6.6% | Added | History |
| GDGeneral Dynamics Corp | Stock | 73,750 | $16.3M | 7.2% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 397,981 | $16.3M | 7.2% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 206,000 | $13.4M | 5.9% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 74,200 | $11.1M | 4.9% | −32,400−30.4% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 759,000 | $11.0M | 4.9% | 00.0% | Unchanged | – |
| YUMCYum China Holdings, Inc. | COM | 196,100 | $10.9M | 4.8% | +87,600+80.7% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 108,500 | $10.5M | 4.7% | +60,500+126.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 72,100 | $10.5M | 4.6% | 00.0% | Unchanged | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 569,000 | $7.80M | 3.4% | +569,000 | New | History |
| SEESealed Air Corp | COM | 220,100 | $7.23M | 3.2% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 153,500 | $6.22M | 2.7% | +60,000+64.2% | Added | History |
| BHPBHP Group Ltd | ADR | 91,900 | $5.23M | 2.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 33,363 | $2.40M | 1.1% | −28,237−45.8% | Reduced | History |
| GSKGSK plc | ADR | 52,000 | $1.89M | 0.8% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 54,700 | $1.47M | 0.6% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.39M | 0.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 11,000 | $954.1K | 0.4% | 00.0% | Unchanged | History |
| EMFTempleton Emerging Markets Fund | COM | 81,633 | $923.3K | 0.4% | −53,367−39.5% | Reduced | History |
| CICigna Group | Stock | 3,200 | $915.4K | 0.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,000 | $888.8K | 0.4% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $722.8K | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,400 | $720.5K | 0.3% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,500 | $393.3K | 0.2% | 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 |
|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | $10.5M | – |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.