Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 29
- +4 vs. Q4 2024
- Portfolio value
- $267.6M
- +$49.4M (+22.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 1,319,200 | $25.6M | 9.6% | 00.0% | Unchanged | – |
| SLBSLB Limited | Stock | 603,500 | $25.2M | 9.4% | +247,300+69.4% | Added | History |
| KMBKimberly Clark Corp | Stock | 161,200 | $22.9M | 8.6% | +7,800+5.1% | Added | History |
| QCOMQualcomm Inc | Stock | 148,400 | $22.8M | 8.5% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 77,820 | $21.2M | 7.9% | +17,900+29.9% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 394,500 | $20.5M | 7.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 129,900 | $20.1M | 7.5% | −3,900−2.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 122,600 | $14.6M | 5.4% | −29,200−19.2% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 95,100 | $12.6M | 4.7% | −32,400−25.4% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 117,100 | $12.4M | 4.6% | +117,100 | New | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 270,500 | $11.5M | 4.3% | 00.0% | Unchanged | History |
| EXEExpand Energy Corp | COM | 76,400 | $8.50M | 3.2% | +76,400 | New | History |
| MDLZMondelez International, Inc. | Stock | 110,100 | $7.47M | 2.8% | +110,100 | New | History |
| PHMPultegroup Inc | COM | 66,000 | $6.78M | 2.5% | +66,000 | New | History |
| SEESealed Air Corp | COM | 220,100 | $6.36M | 2.4% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 201,000 | $6.12M | 2.3% | +201,000 | New | History |
| OXYOccidental Petroleum Corp | Stock | 123,700 | $6.11M | 2.3% | +20,510+19.9% | Added | History |
| ASMLASML Holding NV | ADR | 8,200 | $5.43M | 2.0% | +8,200 | New | History |
| BHPBHP Group Ltd | ADR | 91,900 | $4.46M | 1.7% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 4,900 | $1.41M | 0.5% | −5,500−52.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 5,000 | $1.23M | 0.5% | −13,400−72.8% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 9,000 | $928.8K | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 7,000 | $927.2K | 0.3% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,000 | $567.8K | 0.2% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 20,000 | $507.4K | 0.2% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 12,000 | $464.9K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,500 | $403.6K | 0.2% | −900−37.5% | Reduced | History |
| EMFTempleton Emerging Markets Fund | COM | 20,859 | $268.0K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 465 | $247.7K | 0.1% | −1,500−76.3% | Reduced | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.