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 |
