Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 28
- +2 vs. Q3 2025
- Portfolio value
- $287.3M
- +$17.0M (+6.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KMBKimberly Clark Corp | Stock | 288,400 | $29.1M | 10.1% | +28,500+11.0% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 584,100 | $27.9M | 9.7% | +4,500+0.8% | Added | History |
| QCOMQualcomm Inc | Stock | 155,000 | $26.5M | 9.2% | +2,400+1.6% | Added | History |
| SLBSLB Limited | Stock | 667,500 | $25.6M | 8.9% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 209,200 | $25.2M | 8.8% | +127,400+155.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 66,920 | $22.5M | 7.8% | −900−1.3% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 394,600 | $21.2M | 7.4% | +213,800+118.3% | Added | History |
| SWSmurfit Westrock plc | Stock | 447,500 | $17.3M | 6.0% | +210,000+88.4% | Added | History |
| EXEExpand Energy Corp | COM | 127,400 | $14.1M | 4.9% | +24,600+23.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 95,100 | $13.9M | 4.9% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 219,600 | $10.2M | 3.6% | +219,600 | New | History |
| KHCKraft Heinz Co | Stock | 388,900 | $9.43M | 3.3% | +166,900+75.2% | Added | History |
| BHPBHP Group Ltd | ADR | 116,800 | $7.05M | 2.5% | +24,900+27.1% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 159,000 | $6.39M | 2.2% | +159,000 | New | History |
| KVUEKenvue Inc. | Stock | 358,000 | $6.18M | 2.1% | +358,000 | New | History |
| PGRProgressive Corp | Stock | 26,800 | $6.10M | 2.1% | +26,800 | New | History |
| SEESealed Air Corp | COM | 119,668 | $4.96M | 1.7% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 35,000 | $2.53M | 0.9% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 4,900 | $1.94M | 0.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,000 | $1.61M | 0.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,800 | $1.50M | 0.5% | −36,500−88.4% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,300 | $1.39M | 0.5% | −17,400−93.0% | Reduced | History |
| RTXRTX Corp | Stock | 7,000 | $1.28M | 0.4% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 10,900 | $952.1K | 0.3% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 18,000 | $740.2K | 0.3% | −105,700−85.4% | Reduced | History |
| GSKGSK plc | ADR | 12,000 | $588.5K | 0.2% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 20,000 | $565.2K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,500 | $554.9K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.