Holowesko Partners

Holowesko Partners as of Sept. 30, 2023

Portfolio Holdings for Holowesko Partners

Holowesko Partners holds 27 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 11.8 $27M 242k 111.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 9.2 $21M 241k 86.90
Alphabet Cap Stk Cl A (GOOGL) 9.0 $20M 156k 130.86
Freeport-mcmoran CL B (FCX) 8.5 $19M 518k 37.29
General Dynamics Corporation (GD) 7.2 $16M 74k 220.97
Wells Fargo & Company (WFC) 7.2 $16M 398k 40.86
Occidental Petroleum Corporation (OXY) 5.9 $13M 206k 64.88
American Express Company (AXP) 4.9 $11M 74k 149.19
Barrick Gold Corp (GOLD) 4.9 $11M 759k 14.55
Yum China Holdings (YUMC) 4.8 $11M 196k 55.72
Ryanair Holdings Sponsored Ads (RYAAY) 4.7 $11M 109k 97.21
JPMorgan Chase & Co. (JPM) 4.6 $11M 72k 145.02
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 3.4 $7.8M 569k 13.71
Sealed Air (SEE) 3.2 $7.2M 220k 32.86
Halliburton Company (HAL) 2.7 $6.2M 154k 40.50
Bhp Group Sponsored Ads (BHP) 2.3 $5.2M 92k 56.88
Raytheon Technologies Corp (RTX) 1.1 $2.4M 33k 71.97
GSK Sponsored Adr (GSK) 0.8 $1.9M 52k 36.25
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $1.5M 55k 26.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.4M 4.0k 350.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $954k 11k 86.74
Templeton Emerging Markets (EMF) 0.4 $923k 82k 11.31
Cigna Corp (CI) 0.4 $915k 3.2k 286.07
Intel Corporation (INTC) 0.4 $889k 25k 35.55
Otis Worldwide Corp (OTIS) 0.3 $723k 9.0k 80.31
Meta Platforms Cl A (META) 0.3 $721k 2.4k 300.21
Jd.com Spon Adr Cl A (JD) 0.2 $393k 14k 29.13