Holowesko Partners as of Dec. 31, 2023
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Qualcomm (QCOM) | 12.6 | $35M | 242k | 144.63 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $25M | 241k | 104.00 | |
Freeport-mcmoran CL B (FCX) | 7.9 | $22M | 518k | 42.57 | |
General Dynamics Corporation (GD) | 7.6 | $21M | 81k | 259.67 | |
Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $21M | 150k | 139.69 | |
Wells Fargo & Company (WFC) | 7.1 | $20M | 399k | 49.22 | |
Ryanair Holdings Sponsored Ads (RYAAY) | 5.2 | $15M | 109k | 133.36 | |
American Express Company (AXP) | 5.0 | $14M | 74k | 187.34 | |
Barrick Gold Corp (GOLD) | 4.9 | $14M | 759k | 18.09 | |
Occidental Petroleum Corporation (OXY) | 4.5 | $13M | 210k | 59.71 | |
JPMorgan Chase & Co. (JPM) | 4.4 | $12M | 72k | 170.10 | |
Yum China Holdings (YUMC) | 3.6 | $9.9M | 233k | 42.43 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 3.5 | $9.7M | 125k | 77.51 | |
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 3.1 | $8.7M | 569k | 15.28 | |
Sealed Air (SEE) | 2.9 | $8.0M | 220k | 36.52 | |
Exxon Mobil Corporation (XOM) | 2.6 | $7.1M | 71k | 99.98 | |
Bhp Group Sponsored Ads (BHP) | 2.3 | $6.3M | 92k | 68.31 | |
Halliburton Company (HAL) | 2.0 | $5.5M | 154k | 36.15 | |
GSK Sponsored Adr (GSK) | 0.7 | $1.9M | 52k | 37.06 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $1.7M | 55k | 31.01 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 4.0k | 356.66 | |
Intel Corporation (INTC) | 0.5 | $1.3M | 25k | 50.25 | |
Pioneer Natural Resources (PXD) | 0.4 | $1.2M | 5.2k | 224.88 | |
Cigna Corp (CI) | 0.3 | $958k | 3.2k | 299.45 | |
Templeton Emerging Markets (EMF) | 0.3 | $954k | 82k | 11.68 | |
Meta Platforms Cl A (META) | 0.3 | $850k | 2.4k | 353.96 | |
Otis Worldwide Corp (OTIS) | 0.3 | $805k | 9.0k | 89.47 | |
Raytheon Technologies Corp (RTX) | 0.3 | $799k | 9.5k | 84.14 |