Holowesko Partners as of Dec. 31, 2017
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 11.7 | $186M | 3.8M | 49.30 | |
| Wells Fargo & Company (WFC) | 9.2 | $145M | 2.4M | 60.67 | |
| Exxon Mobil Corporation (XOM) | 8.4 | $132M | 1.6M | 83.64 | |
| Fluor Corporation (FLR) | 7.4 | $117M | 2.3M | 51.65 | |
| Jd (JD) | 6.9 | $109M | 2.6M | 41.42 | |
| American Express Company (AXP) | 6.5 | $102M | 1.0M | 99.25 | |
| Schlumberger (SLB) | 6.0 | $95M | 1.4M | 67.39 | |
| Bank of America Corporation (BAC) | 5.5 | $87M | 3.0M | 29.52 | |
| Gilead Sciences (GILD) | 5.5 | $87M | 1.2M | 71.64 | |
| NVIDIA Corporation (NVDA) | 5.3 | $84M | 435k | 193.50 | |
| Embraer S A (ERJ) | 4.9 | $77M | 3.2M | 23.93 | |
| Apple (AAPL) | 4.4 | $70M | 413k | 169.23 | |
| AstraZeneca (AZN) | 3.3 | $53M | 1.5M | 34.70 | |
| Williams-Sonoma (WSM) | 3.0 | $48M | 923k | 51.70 | |
| American International (AIG) | 2.8 | $44M | 735k | 59.58 | |
| Qualcomm (QCOM) | 2.6 | $42M | 650k | 64.02 | |
| Macy's (M) | 2.5 | $40M | 1.6M | 25.19 | |
| salesforce (CRM) | 1.1 | $17M | 170k | 102.23 | |
| Assured Guaranty (AGO) | 1.1 | $17M | 150k | 116.10 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.0 | $16M | 485k | 33.87 | |
| China Mobile | 0.3 | $5.0M | 100k | 50.54 | |
| Corning Incorporated (GLW) | 0.3 | $4.4M | 138k | 32.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $1.9M | 49k | 39.65 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $957k | 41k | 23.23 | |
| SK Tele | 0.0 | $558k | 20k | 27.90 | |
| GlaxoSmithKline | 0.0 | $355k | 10k | 35.50 | |
| General Dynamics Corporation (GD) | 0.0 | $305k | 1.5k | 203.33 |
