Holowesko Partners as of March 31, 2018
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 30 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 9.7 | $141M | 1.9M | 74.61 | |
| Fluor Corporation (FLR) | 8.1 | $117M | 2.0M | 57.22 | |
| Schlumberger (SLB) | 7.7 | $111M | 1.7M | 64.78 | |
| Sealed Air (SEE) | 7.6 | $110M | 2.6M | 42.79 | |
| Wells Fargo & Company (WFC) | 7.5 | $109M | 2.1M | 52.41 | |
| Qualcomm (QCOM) | 5.5 | $80M | 1.4M | 55.41 | |
| Embraer S A (ERJ) | 5.3 | $78M | 3.0M | 26.00 | |
| Apple (AAPL) | 5.3 | $77M | 459k | 167.78 | |
| Gilead Sciences (GILD) | 4.9 | $72M | 950k | 75.39 | |
| Kimberly-Clark Corporation (KMB) | 4.8 | $70M | 637k | 110.13 | |
| Jd (JD) | 4.7 | $68M | 1.7M | 40.49 | |
| Procter & Gamble Company (PG) | 4.3 | $63M | 797k | 79.28 | |
| American International (AIG) | 4.2 | $61M | 1.1M | 54.42 | |
| Macy's (M) | 4.0 | $58M | 2.0M | 29.74 | |
| Yum China Holdings (YUMC) | 2.9 | $43M | 1.0M | 41.50 | |
| Johnson & Johnson (JNJ) | 2.7 | $40M | 310k | 128.15 | |
| American Express Company (AXP) | 2.6 | $39M | 413k | 93.28 | |
| Mondelez Int (MDLZ) | 2.5 | $37M | 888k | 41.73 | |
| McDonald's Corporation (MCD) | 2.1 | $31M | 200k | 156.38 | |
| Assured Guaranty (AGO) | 1.2 | $18M | 485k | 36.20 | |
| NVIDIA Corporation (NVDA) | 1.1 | $16M | 71k | 231.59 | |
| China Mobile | 0.4 | $5.8M | 128k | 45.75 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $2.1M | 49k | 43.76 | |
| AstraZeneca (AZN) | 0.1 | $2.0M | 57k | 34.96 | |
| Corning Incorporated (GLW) | 0.1 | $1.7M | 62k | 27.89 | |
| General Electric Company | 0.1 | $1.5M | 112k | 13.48 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $906k | 41k | 21.99 | |
| SK Tele | 0.0 | $483k | 20k | 24.15 | |
| GlaxoSmithKline | 0.0 | $391k | 10k | 39.10 | |
| General Dynamics Corporation (GD) | 0.0 | $332k | 1.5k | 221.33 |
