Holowesko Partners as of March 31, 2025
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 29 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 9.6 | $26M | 1.3M | 19.44 | |
| Schlumberger Com Stk (SLB) | 9.4 | $25M | 604k | 41.80 | |
| Kimberly-Clark Corporation (KMB) | 8.6 | $23M | 161k | 142.22 | |
| Qualcomm (QCOM) | 8.5 | $23M | 148k | 153.61 | |
| General Dynamics Corporation (GD) | 7.9 | $21M | 78k | 272.58 | |
| Yum China Holdings (YUMC) | 7.7 | $21M | 395k | 52.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $20M | 130k | 154.64 | |
| Exxon Mobil Corporation (XOM) | 5.4 | $15M | 123k | 118.93 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.7 | $13M | 95k | 132.23 | |
| Toll Brothers (TOL) | 4.6 | $12M | 117k | 105.59 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 4.3 | $12M | 271k | 42.37 | |
| Chesapeake Energy Corp (EXE) | 3.2 | $8.5M | 76k | 111.32 | |
| Mondelez Int (MDLZ) | 2.8 | $7.5M | 110k | 67.85 | |
| Pulte (PHM) | 2.5 | $6.8M | 66k | 102.80 | |
| Sealed Air (SEE) | 2.4 | $6.4M | 220k | 28.90 | |
| Kraft Heinz (KHC) | 2.3 | $6.1M | 201k | 30.43 | |
| Occidental Petroleum Corporation (OXY) | 2.3 | $6.1M | 124k | 49.36 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $5.4M | 8.2k | 662.63 | |
| Bhp Group Sponsored Ads (BHP) | 1.7 | $4.5M | 92k | 48.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.4M | 4.9k | 288.14 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 5.0k | 245.30 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $929k | 9.0k | 103.20 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $927k | 7.0k | 132.46 | |
| Intel Corporation (INTC) | 0.2 | $568k | 25k | 22.71 | |
| Halliburton Company (HAL) | 0.2 | $507k | 20k | 25.37 | |
| GSK Sponsored Adr (GSK) | 0.2 | $465k | 12k | 38.74 | |
| American Express Company (AXP) | 0.2 | $404k | 1.5k | 269.05 | |
| Templeton Emerging Markets (EMF) | 0.1 | $268k | 21k | 12.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $248k | 465.00 | 532.58 |
