Holowesko Partners as of Sept. 30, 2018
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 25 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 11.9 | $161M | 1.9M | 85.02 | |
| Qualcomm (QCOM) | 10.3 | $139M | 1.9M | 72.03 | |
| Schlumberger (SLB) | 9.3 | $126M | 2.1M | 60.92 | |
| Wells Fargo & Company (WFC) | 8.6 | $117M | 2.2M | 52.56 | |
| Sealed Air (SEE) | 8.3 | $112M | 2.8M | 40.15 | |
| Johnson & Johnson (JNJ) | 6.3 | $86M | 622k | 138.17 | |
| Mondelez Int (MDLZ) | 6.1 | $83M | 1.9M | 42.96 | |
| Jd (JD) | 4.5 | $62M | 2.4M | 26.09 | |
| Kraft Heinz (KHC) | 4.5 | $61M | 1.1M | 55.11 | |
| Kimberly-Clark Corporation (KMB) | 4.5 | $61M | 536k | 113.64 | |
| American International (AIG) | 4.4 | $60M | 1.1M | 53.24 | |
| Procter & Gamble Company (PG) | 4.3 | $59M | 705k | 83.23 | |
| Yum China Holdings (YUMC) | 4.0 | $55M | 1.6M | 35.11 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $47M | 39k | 1207.09 | |
| Embraer S A (ERJ) | 3.3 | $45M | 2.3M | 19.59 | |
| United Technologies Corporation | 2.5 | $34M | 240k | 139.81 | |
| Baidu (BIDU) | 1.5 | $20M | 89k | 228.69 | |
| NVIDIA Corporation (NVDA) | 1.4 | $18M | 65k | 281.02 | |
| China Mobile | 0.2 | $3.2M | 66k | 48.93 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $2.6M | 59k | 44.16 | |
| General Dynamics Corporation (GD) | 0.1 | $1.1M | 5.5k | 204.73 | |
| SK Tele | 0.1 | $795k | 29k | 27.89 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $763k | 41k | 18.52 | |
| General Electric Company | 0.1 | $632k | 56k | 11.29 | |
| GlaxoSmithKline | 0.0 | $402k | 10k | 40.20 |
