Holowesko Partners Ltd.
- SEC CIK
- 0001428569
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 34
- +3 vs. Q1 2026
- Portfolio value
- $395.0M
- +$38.3M (+10.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWSmurfit Westrock plc | Stock | 844,000 | $39.0M | 9.9% | +384,800+83.8% | Added | History |
| GDGeneral Dynamics Corp | Stock | 82,120 | $29.1M | 7.4% | +15,200+22.7% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 459,600 | $27.6M | 7.0% | +367,500+399.0% | Added | History |
| KMBKimberly Clark Corp | Stock | 247,700 | $27.2M | 6.9% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 77,400 | $26.2M | 6.6% | +7,500+10.7% | Added | History |
| MDLZMondelez International, Inc. | Stock | 435,700 | $25.2M | 6.4% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 584,100 | $23.9M | 6.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,680 | $23.4M | 5.9% | +22,180+54.8% | Added | History |
| EXEExpand Energy Corp | COM | 252,300 | $23.0M | 5.8% | +2,300+0.9% | Added | History |
| PEPPepsiCo Inc | Stock | 135,200 | $18.3M | 4.6% | +72,200+114.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 104,000 | $14.2M | 3.6% | +104,000 | New | History |
| PGRProgressive Corp | Stock | 62,000 | $13.5M | 3.4% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 607,000 | $11.6M | 2.9% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 96,100 | $10.8M | 2.7% | −87,700−47.7% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 52,700 | $9.26M | 2.3% | +8,500+19.2% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 91,100 | $8.74M | 2.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 86,900 | $8.36M | 2.1% | +86,900 | New | History |
| DDDuPont de Nemours, Inc. | Stock | 54,665 | $7.41M | 1.9% | 00.0% | UnchangedConverted for a 1-for-3 split | History |
| SLBSLB Limited | Stock | 157,500 | $7.32M | 1.9% | −510,000−76.4% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 98,300 | $7.04M | 1.8% | +87,400+801.8% | Added | History |
| FLRFluor Corp | Stock | 108,000 | $5.66M | 1.4% | +108,000 | New | History |
| PSUSPershing Square USA, Ltd. | COM SHS | 140,700 | $5.26M | 1.3% | +140,700 | New | History |
| HOGHarley-Davidson, Inc. | COM | 188,000 | $4.60M | 1.2% | +188,000 | New | History |
| OXYOccidental Petroleum Corp | Stock | 69,300 | $3.37M | 0.9% | +51,300+285.0% | Added | History |
| AMCRAmcor plc | COM NEW | 75,100 | $3.26M | 0.8% | +75,100 | New | History |
| GLDSPDR Gold Trust | ETF | 6,500 | $2.39M | 0.6% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 1,000 | $1.99M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,800 | $1.72M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,000 | $1.64M | 0.4% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 7,000 | $1.33M | 0.3% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,500 | $726.5K | 0.2% | +2,500 | New | History |
| HALHalliburton Co | Stock | 20,000 | $679.0K | 0.2% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 28,000 | $661.4K | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 865 | $487.2K | 0.1% | +865 | New | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 178,700 | $23.0M | 6.5% | History |
| BHPBHP Group Ltd | ADR | 116,800 | $8.50M | 2.4% | History |
| ACNAccenture plc | Stock | 38,900 | $7.71M | 2.2% | History |
| SEESealed Air Corp | COM | 119,668 | $5.03M | 1.4% | History |
| GISGeneral Mills Inc | Stock | 22,500 | $837.5K | 0.2% | History |