Holowesko Partners as of June 30, 2023
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 12.6 | $29M | 242k | 119.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.4 | $24M | 198k | 119.70 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.0 | $23M | 228k | 100.92 | |
| Freeport-mcmoran CL B (FCX) | 8.5 | $19M | 486k | 40.00 | |
| American Express Company (AXP) | 8.1 | $19M | 107k | 174.20 | |
| Wells Fargo & Company (WFC) | 7.4 | $17M | 398k | 42.68 | |
| General Dynamics Corporation (GD) | 6.9 | $16M | 74k | 215.15 | |
| Barrick Gold Corp (GOLD) | 5.6 | $13M | 759k | 16.93 | |
| Occidental Petroleum Corporation (OXY) | 5.3 | $12M | 206k | 58.80 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $11M | 72k | 145.44 | |
| Sealed Air (SEE) | 3.9 | $8.8M | 220k | 40.00 | |
| Yum China Holdings (YUMC) | 2.7 | $6.1M | 109k | 56.50 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $6.0M | 62k | 97.96 | |
| Bhp Group Sponsored Ads (BHP) | 2.4 | $5.5M | 92k | 59.67 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 2.3 | $5.3M | 48k | 110.60 | |
| Halliburton Company (HAL) | 1.3 | $3.1M | 94k | 32.99 | |
| GSK Sponsored Adr (GSK) | 0.8 | $1.9M | 52k | 35.64 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $1.6M | 55k | 30.11 | |
| Templeton Emerging Markets (EMF) | 0.7 | $1.6M | 135k | 11.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.4M | 4.0k | 341.00 | |
| Sk Telecom Sponsored Adr (SKM) | 0.4 | $936k | 48k | 19.51 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $917k | 11k | 83.35 | |
| Cigna Corp (CI) | 0.4 | $898k | 3.2k | 280.60 | |
| Intel Corporation (INTC) | 0.4 | $836k | 25k | 33.44 | |
| Otis Worldwide Corp (OTIS) | 0.4 | $801k | 9.0k | 89.01 | |
| Meta Platforms Cl A (META) | 0.3 | $689k | 2.4k | 286.98 | |
| Jd.com Spon Adr Cl A (JD) | 0.2 | $461k | 14k | 34.13 |
