Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 26
- −2 vs. Q2 2025
- Portfolio value
- $270.3M
- +$2.12M (+0.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KMBKimberly Clark Corp | Stock | 259,900 | $32.3M | 12.0% | +72,200+38.5% | Added | History |
| QCOMQualcomm Inc | Stock | 152,600 | $25.4M | 9.4% | +4,200+2.8% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 579,600 | $24.9M | 9.2% | +185,100+46.9% | Added | History |
| BBarrick Mining Corp | Stock | 734,400 | $24.1M | 8.9% | −584,800−44.3% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 67,820 | $23.1M | 8.6% | −10,000−12.9% | Reduced | History |
| SLBSLB Limited | Stock | 667,500 | $22.9M | 8.5% | +64,000+10.6% | Added | History |
| ASMLASML Holding NV | ADR | 18,700 | $18.1M | 6.7% | +10,650+132.3% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 95,100 | $17.0M | 6.3% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 180,800 | $11.3M | 4.2% | +63,200+53.7% | Added | History |
| EXEExpand Energy Corp | COM | 102,800 | $10.9M | 4.0% | +26,400+34.6% | Added | History |
| SWSmurfit Westrock plc | Stock | 237,500 | $10.1M | 3.7% | +237,500 | New | History |
| GOOGLAlphabet Inc. | Stock | 41,300 | $10.0M | 3.7% | −96,200−70.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 81,800 | $9.22M | 3.4% | −40,800−33.3% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 123,700 | $5.84M | 2.2% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 222,000 | $5.78M | 2.1% | +21,000+10.4% | Added | History |
| BHPBHP Group Ltd | ADR | 91,900 | $5.12M | 1.9% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 119,668 | $4.23M | 1.6% | −100,432−45.6% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 35,000 | $2.11M | 0.8% | −167,500−82.7% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 4,900 | $1.74M | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,000 | $1.58M | 0.6% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 7,000 | $1.17M | 0.4% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 10,900 | $996.6K | 0.4% | +1,900+21.1% | Added | History |
| INTCIntel Corp | Stock | 25,000 | $838.8K | 0.3% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 12,000 | $517.9K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,500 | $498.2K | 0.2% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 20,000 | $492.0K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.