Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 25
- −1 vs. Q3 2024
- Portfolio value
- $218.3M
- +$29.3M (+15.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 133,800 | $25.3M | 11.6% | +2,900+2.2% | Added | History |
| QCOMQualcomm Inc | Stock | 148,400 | $22.8M | 10.4% | +138,500+1,399.0% | Added | History |
| Barrick Gold Corp067901108 | COM | 1,319,200 | $20.4M | 9.4% | +723,200+121.3% | Added | – |
| KMBKimberly Clark Corp | Stock | 153,400 | $20.1M | 9.2% | +153,400 | New | History |
| YUMCYum China Holdings, Inc. | COM | 394,500 | $19.0M | 8.7% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 151,800 | $16.3M | 7.5% | −28,573−15.8% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 59,920 | $15.8M | 7.2% | +16,400+37.7% | Added | History |
| SLBSLB Limited | Stock | 356,200 | $13.7M | 6.3% | +160,600+82.1% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 270,500 | $11.8M | 5.4% | −297,999−52.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 127,500 | $10.8M | 5.0% | 00.0% | Unchanged | History |
| SWSmurfit Westrock plc | Stock | 197,338 | $10.6M | 4.9% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 220,100 | $7.45M | 3.4% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 103,190 | $5.10M | 2.3% | −68,810−40.0% | Reduced | History |
| BHPBHP Group Ltd | ADR | 91,900 | $4.49M | 2.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 18,400 | $4.41M | 2.0% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 20,000 | $2.66M | 1.2% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 10,400 | $2.52M | 1.2% | +3,400+48.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,965 | $890.7K | 0.4% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $833.5K | 0.4% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 7,000 | $810.0K | 0.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 2,400 | $712.3K | 0.3% | −1,200−33.3% | Reduced | History |
| HALHalliburton Co | Stock | 20,000 | $543.8K | 0.2% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,000 | $501.3K | 0.2% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 12,000 | $405.8K | 0.2% | −40,000−76.9% | Reduced | History |
| EMFTempleton Emerging Markets Fund | COM | 20,859 | $249.3K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.