Holowesko Partners as of Dec. 31, 2013
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 33 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Devon Energy Corporation (DVN) | 7.7 | $106M | 1.7M | 61.87 | |
| Corning Incorporated (GLW) | 6.6 | $92M | 5.1M | 17.82 | |
| Apple (AAPL) | 6.5 | $89M | 159k | 561.02 | |
| Mead Johnson Nutrition | 5.8 | $80M | 960k | 83.76 | |
| Microsoft Corporation (MSFT) | 5.3 | $73M | 1.9M | 37.41 | |
| Ensco Plc Shs Class A | 4.8 | $66M | 1.2M | 57.18 | |
| Wells Fargo & Company (WFC) | 4.3 | $60M | 1.3M | 45.40 | |
| Coca-cola Enterprises | 4.2 | $59M | 1.3M | 44.13 | |
| Visteon Corporation (VC) | 4.1 | $57M | 693k | 81.89 | |
| Teva Pharmaceutical Industries (TEVA) | 4.0 | $56M | 1.4M | 40.08 | |
| Marathon Oil Corporation (MRO) | 3.9 | $54M | 1.5M | 35.30 | |
| Timken Company (TKR) | 3.9 | $53M | 970k | 55.07 | |
| Dean Foods Company | 3.5 | $48M | 2.8M | 17.19 | |
| Plum Creek Timber | 3.4 | $47M | 1.0M | 46.51 | |
| EMC Corporation | 3.4 | $47M | 1.9M | 25.15 | |
| Coca-Cola Company (KO) | 3.4 | $47M | 1.1M | 41.31 | |
| Hollyfrontier Corp | 3.1 | $43M | 863k | 49.69 | |
| Taiwan Semiconductor Mfg (TSM) | 3.1 | $42M | 2.4M | 17.44 | |
| Ashland | 2.9 | $40M | 413k | 97.04 | |
| Pepsi (PEP) | 2.8 | $39M | 471k | 82.94 | |
| Novartis (NVS) | 2.7 | $37M | 461k | 80.38 | |
| Capitol Federal Financial (CFFN) | 1.9 | $26M | 2.2M | 12.11 | |
| PetroChina Company | 1.7 | $23M | 211k | 109.74 | |
| Pep Boys - Manny, Moe & Jack | 1.5 | $21M | 1.8M | 12.14 | |
| Johnson & Johnson (JNJ) | 1.5 | $21M | 231k | 91.59 | |
| China Mobile | 1.4 | $20M | 374k | 52.29 | |
| Kulicke and Soffa Industries (KLIC) | 1.4 | $19M | 1.4M | 13.30 | |
| Diana Shipping (DSX) | 0.9 | $12M | 930k | 13.29 | |
| Royal Dutch Shell | 0.1 | $713k | 10k | 71.30 | |
| Vodafone | 0.1 | $708k | 18k | 39.33 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $567k | 5.6k | 101.25 | |
| Waste Management (WM) | 0.0 | $538k | 12k | 44.83 | |
| Abb (ABBNY) | 0.0 | $531k | 20k | 26.55 |
