Holowesko Partners as of Sept. 30, 2024
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings Sponsored Adr (RYAAY) | 13.6 | $26M | 569k | 45.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.5 | $22M | 131k | 165.85 | |
| Exxon Mobil Corporation (XOM) | 11.2 | $21M | 180k | 117.22 | |
| Yum China Holdings (YUMC) | 9.4 | $18M | 395k | 45.02 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.2 | $14M | 128k | 106.12 | |
| General Dynamics Corporation (GD) | 7.0 | $13M | 44k | 302.20 | |
| Barrick Gold Corp (GOLD) | 6.3 | $12M | 596k | 19.89 | |
| Smurfit Westrock SHS (SW) | 5.2 | $9.8M | 197k | 49.42 | |
| Occidental Petroleum Corporation (OXY) | 4.7 | $8.9M | 172k | 51.54 | |
| Schlumberger Com Stk (SLB) | 4.3 | $8.2M | 196k | 41.95 | |
| Sealed Air (SEE) | 4.2 | $8.0M | 220k | 36.30 | |
| Bhp Group Sponsored Ads (BHP) | 3.0 | $5.7M | 92k | 62.11 | |
| Match Group (MTCH) | 3.0 | $5.6M | 149k | 37.84 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $3.9M | 18k | 210.86 | |
| Hess (HES) | 1.4 | $2.7M | 20k | 135.80 | |
| GSK Sponsored Adr (GSK) | 1.1 | $2.1M | 52k | 40.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.7M | 7.0k | 243.06 | |
| Qualcomm (QCOM) | 0.9 | $1.7M | 9.9k | 170.05 | |
| American Express Company (AXP) | 0.5 | $976k | 3.6k | 271.20 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $936k | 9.0k | 103.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $904k | 2.0k | 460.26 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $848k | 7.0k | 121.16 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $782k | 4.5k | 173.67 | |
| Intel Corporation (INTC) | 0.3 | $587k | 25k | 23.46 | |
| Halliburton Company (HAL) | 0.3 | $581k | 20k | 29.05 | |
| Templeton Emerging Markets (EMF) | 0.1 | $282k | 21k | 13.54 |
