Holowesko Partners as of Sept. 30, 2022
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 11.3 | $20M | 178k | 112.98 | |
| Wells Fargo & Company (WFC) | 11.2 | $20M | 492k | 40.22 | |
| Yum China Holdings (YUMC) | 8.3 | $15M | 312k | 47.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $13M | 139k | 95.65 | |
| Freeport-mcmoran CL B (FCX) | 6.0 | $11M | 387k | 27.33 | |
| Meta Platforms Cl A (META) | 5.8 | $10M | 76k | 135.68 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.6 | $9.9M | 124k | 79.99 | |
| Occidental Petroleum Corporation (OXY) | 5.4 | $9.6M | 156k | 61.45 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $7.9M | 75k | 104.50 | |
| Westrock (WRK) | 4.2 | $7.4M | 240k | 30.89 | |
| Sealed Air (SEE) | 3.5 | $6.3M | 141k | 44.51 | |
| Encana Corporation (OVV) | 3.0 | $5.3M | 116k | 46.00 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $5.3M | 65k | 81.86 | |
| General Dynamics Corporation (GD) | 3.0 | $5.3M | 25k | 212.17 | |
| Cigna Corp (CI) | 2.9 | $5.1M | 18k | 277.49 | |
| Activision Blizzard | 2.9 | $5.1M | 68k | 74.34 | |
| Barrick Gold Corp (GOLD) | 2.8 | $5.0M | 320k | 15.50 | |
| Schlumberger Com Stk (SLB) | 2.5 | $4.5M | 126k | 35.90 | |
| Bhp Group Sponsored Ads (BHP) | 1.7 | $3.0M | 60k | 50.03 | |
| GSK Sponsored Adr (GSK) | 0.9 | $1.5M | 52k | 29.42 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $1.2M | 19k | 63.79 | |
| Merck & Co (MRK) | 0.7 | $1.2M | 14k | 86.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | 4.0k | 267.09 | |
| Templeton Emerging Markets (EMF) | 0.5 | $933k | 90k | 10.37 | |
| Vaneck Gold Miners Etf Etf Etf (GDX) | 0.5 | $837k | 35k | 24.12 | |
| Jd.com Spon Adr Cl A (JD) | 0.4 | $679k | 14k | 50.30 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $629k | 7.2k | 87.36 | |
| Sk Telecom Sponsored Adr (SKM) | 0.3 | $462k | 24k | 19.26 | |
| Haleon Spon Ads (HLN) | 0.2 | $396k | 65k | 6.09 |
