Holowesko Partners as of June 30, 2022
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 11.9 | $23M | 178k | 127.74 | |
| Wells Fargo & Company (WFC) | 10.1 | $19M | 492k | 39.17 | |
| Yum China Holdings (YUMC) | 7.9 | $15M | 312k | 48.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $15M | 6.9k | 2179.25 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.4 | $14M | 124k | 113.68 | |
| Westrock (WRK) | 5.0 | $9.6M | 240k | 39.84 | |
| Meta Platforms Cl A (META) | 5.0 | $9.5M | 59k | 161.25 | |
| Occidental Petroleum Corporation (OXY) | 4.8 | $9.2M | 156k | 58.88 | |
| Sealed Air (SEE) | 4.3 | $8.2M | 141k | 57.72 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 4.2 | $8.1M | 110k | 73.61 | |
| Cigna Corp (CI) | 4.2 | $8.0M | 30k | 263.53 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $7.8M | 69k | 112.61 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $6.3M | 65k | 96.11 | |
| Merck & Co (MRK) | 3.0 | $5.8M | 64k | 91.17 | |
| General Dynamics Corporation (GD) | 2.9 | $5.5M | 25k | 221.25 | |
| Activision Blizzard | 2.4 | $4.7M | 60k | 77.87 | |
| Encana Corporation (OVV) | 2.3 | $4.5M | 101k | 44.19 | |
| Bhp Group Sponsored Ads (BHP) | 1.8 | $3.4M | 60k | 56.18 | |
| Freeport-mcmoran CL B (FCX) | 1.7 | $3.3M | 112k | 29.26 | |
| GSK Sponsored Adr | 1.5 | $2.8M | 65k | 43.52 | |
| EQT Corporation (EQT) | 1.0 | $1.9M | 56k | 34.39 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $1.3M | 19k | 70.68 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $1.1M | 4.0k | 273.14 | |
| Vaneck Gold Miners Etf Etf Etf (GDX) | 0.5 | $950k | 35k | 27.38 | |
| Jd (JD) | 0.5 | $867k | 14k | 64.22 | |
| Barrick Gold Corp (GOLD) | 0.4 | $708k | 40k | 17.70 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $617k | 7.2k | 85.69 | |
| Sk Telecom (SKM) | 0.3 | $535k | 24k | 22.30 |