Holowesko Partners as of Dec. 31, 2022
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 28 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Qualcomm (QCOM) | 10.8 | $23M | 205k | 109.94 | |
Freeport-mcmoran CL B (FCX) | 9.2 | $19M | 506k | 38.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $17M | 193k | 88.23 | |
American Express Company (AXP) | 7.7 | $16M | 109k | 147.75 | |
Wells Fargo & Company (WFC) | 7.1 | $15M | 356k | 41.29 | |
Yum China Holdings (YUMC) | 5.7 | $12M | 219k | 54.65 | |
JPMorgan Chase & Co. (JPM) | 5.7 | $12M | 89k | 134.10 | |
Occidental Petroleum Corporation (OXY) | 4.9 | $10M | 162k | 62.99 | |
Sealed Air (SEE) | 4.6 | $9.6M | 193k | 49.88 | |
Westrock (WRK) | 4.4 | $9.1M | 260k | 35.16 | |
Encana Corporation (OVV) | 3.7 | $7.8M | 153k | 50.71 | |
Barrick Gold Corp (GOLD) | 3.7 | $7.7M | 450k | 17.18 | |
Raytheon Technologies Corp (RTX) | 3.0 | $6.2M | 62k | 100.92 | |
Cigna Corp (CI) | 2.9 | $6.1M | 18k | 331.34 | |
General Dynamics Corporation (GD) | 2.8 | $5.8M | 24k | 248.11 | |
Activision Blizzard | 2.5 | $5.2M | 68k | 76.55 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 2.4 | $5.0M | 57k | 88.09 | |
Ryanair Holdings Sponsored Ads (RYAAY) | 2.3 | $4.9M | 65k | 74.76 | |
Bhp Group Sponsored Ads (BHP) | 2.2 | $4.7M | 75k | 62.05 | |
Meta Platforms Cl A (META) | 1.5 | $3.1M | 26k | 120.34 | |
GSK Sponsored Adr (GSK) | 0.9 | $1.8M | 52k | 35.14 | |
Templeton Emerging Markets (EMF) | 0.7 | $1.5M | 135k | 11.42 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | 4.0k | 308.90 | |
Otis Worldwide Corp (OTIS) | 0.6 | $1.2M | 16k | 78.31 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $995k | 35k | 28.66 | |
Sk Telecom Sponsored Adr (SKM) | 0.5 | $988k | 48k | 20.59 | |
Exxon Mobil Corporation (XOM) | 0.4 | $794k | 7.2k | 110.30 | |
Jd.com Spon Adr Cl A (JD) | 0.4 | $758k | 14k | 56.13 |