Holowesko Partners

Holowesko Partners as of March 31, 2023

Portfolio Holdings for Holowesko Partners

Holowesko Partners holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 14.5 $28M 217k 127.58
Alphabet Cap Stk Cl A (GOOGL) 13.9 $26M 255k 103.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 8.9 $17M 183k 93.02
American Express Company (AXP) 6.9 $13M 80k 164.95
Occidental Petroleum Corporation (OXY) 6.5 $12M 199k 62.43
Freeport-mcmoran CL B (FCX) 5.1 $9.7M 236k 40.91
Wells Fargo & Company (WFC) 5.0 $9.5M 254k 37.38
Sealed Air (SEE) 4.7 $8.9M 193k 45.91
Barrick Gold Corp (GOLD) 4.4 $8.4M 450k 18.57
Yum China Holdings (YUMC) 3.6 $6.9M 109k 63.39
JPMorgan Chase & Co. (JPM) 3.6 $6.8M 52k 130.31
Ryanair Holdings Sponsored Ads (RYAAY) 3.2 $6.1M 65k 94.29
Raytheon Technologies Corp (RTX) 3.2 $6.0M 62k 97.93
Activision Blizzard 3.1 $5.8M 68k 85.59
General Dynamics Corporation (GD) 2.9 $5.6M 25k 228.21
Encana Corporation (OVV) 2.6 $5.0M 138k 36.08
Bhp Group Sponsored Ads (BHP) 1.5 $2.9M 46k 63.41
GSK Sponsored Adr (GSK) 1.0 $1.9M 52k 35.58
Vaneck Etf Trust Gold Miners Etf (GDX) 0.9 $1.8M 55k 32.35
Meta Platforms Cl A (META) 0.8 $1.6M 7.5k 211.94
Templeton Emerging Markets (EMF) 0.8 $1.6M 135k 11.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.0k 308.77
Alibaba Group Holdings Sponsored Ads (BABA) 0.6 $1.1M 11k 102.18
Sk Telecom Sponsored Ads (SKM) 0.5 $984k 48k 20.51
Cigna Corp (CI) 0.4 $818k 3.2k 255.53
Otis Worldwide Corp (OTIS) 0.4 $760k 9.0k 84.40
Jd.com Spon Adr Cl A (JD) 0.3 $593k 14k 43.89