Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 28
- +1 vs. Q3 2023
- Portfolio value
- $277.5M
- +$51.0M (+22.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 241,600 | $34.9M | 12.6% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 240,800 | $25.0M | 9.0% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 518,100 | $22.1M | 7.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 81,020 | $21.0M | 7.6% | +7,270+9.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 149,400 | $20.9M | 7.5% | −5,800−3.7% | Reduced | History |
| WFCWells Fargo & Company | Stock | 397,981 | $19.6M | 7.1% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 108,500 | $14.5M | 5.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 74,200 | $13.9M | 5.0% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 759,000 | $13.7M | 4.9% | 00.0% | Unchanged | – |
| OXYOccidental Petroleum Corp | Stock | 210,000 | $12.5M | 4.5% | +4,000+1.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 72,100 | $12.3M | 4.4% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 232,700 | $9.87M | 3.6% | +36,600+18.7% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 125,000 | $9.69M | 3.5% | +114,000+1,036.4% | Added | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 569,000 | $8.69M | 3.1% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 220,100 | $8.04M | 2.9% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 71,000 | $7.10M | 2.6% | +71,000 | New | History |
| BHPBHP Group Ltd | ADR | 91,900 | $6.28M | 2.3% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 153,500 | $5.55M | 2.0% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 52,000 | $1.93M | 0.7% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 54,700 | $1.70M | 0.6% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,965 | $1.41M | 0.5% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,000 | $1.26M | 0.5% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 5,200 | $1.17M | 0.4% | +5,200 | New | History |
| CICigna Group | Stock | 3,200 | $958.2K | 0.3% | 00.0% | Unchanged | History |
| EMFTempleton Emerging Markets Fund | COM | 81,633 | $953.5K | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,400 | $849.5K | 0.3% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $805.2K | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 9,500 | $799.3K | 0.3% | −23,863−71.5% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.