Holowesko Partners as of Dec. 31, 2023
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 12.6 | $35M | 242k | 144.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $25M | 241k | 104.00 | |
| Freeport-mcmoran CL B (FCX) | 7.9 | $22M | 518k | 42.57 | |
| General Dynamics Corporation (GD) | 7.6 | $21M | 81k | 259.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $21M | 150k | 139.69 | |
| Wells Fargo & Company (WFC) | 7.1 | $20M | 399k | 49.22 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 5.2 | $15M | 109k | 133.36 | |
| American Express Company (AXP) | 5.0 | $14M | 74k | 187.34 | |
| Barrick Gold Corp (GOLD) | 4.9 | $14M | 759k | 18.09 | |
| Occidental Petroleum Corporation (OXY) | 4.5 | $13M | 210k | 59.71 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $12M | 72k | 170.10 | |
| Yum China Holdings (YUMC) | 3.6 | $9.9M | 233k | 42.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.5 | $9.7M | 125k | 77.51 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 3.1 | $8.7M | 569k | 15.28 | |
| Sealed Air (SEE) | 2.9 | $8.0M | 220k | 36.52 | |
| Exxon Mobil Corporation (XOM) | 2.6 | $7.1M | 71k | 99.98 | |
| Bhp Group Sponsored Ads (BHP) | 2.3 | $6.3M | 92k | 68.31 | |
| Halliburton Company (HAL) | 2.0 | $5.5M | 154k | 36.15 | |
| GSK Sponsored Adr (GSK) | 0.7 | $1.9M | 52k | 37.06 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $1.7M | 55k | 31.01 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 4.0k | 356.66 | |
| Intel Corporation (INTC) | 0.5 | $1.3M | 25k | 50.25 | |
| Pioneer Natural Resources (PXD) | 0.4 | $1.2M | 5.2k | 224.88 | |
| Cigna Corp (CI) | 0.3 | $958k | 3.2k | 299.45 | |
| Templeton Emerging Markets (EMF) | 0.3 | $954k | 82k | 11.68 | |
| Meta Platforms Cl A (META) | 0.3 | $850k | 2.4k | 353.96 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $805k | 9.0k | 89.47 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $799k | 9.5k | 84.14 |
