Holowesko Partners as of Sept. 30, 2025
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kimberly-Clark Corporation (KMB) | 12.0 | $32M | 260k | 124.34 | |
| Qualcomm (QCOM) | 9.4 | $25M | 153k | 166.36 | |
| Yum China Holdings (YUMC) | 9.2 | $25M | 580k | 42.92 | |
| Barrick Mining Corp (B) | 8.9 | $24M | 734k | 32.77 | |
| General Dynamics Corporation (GD) | 8.6 | $23M | 68k | 341.00 | |
| Schlumberger Com Stk (SLB) | 8.5 | $23M | 668k | 34.37 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.7 | $18M | 19k | 968.09 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.3 | $17M | 95k | 178.73 | |
| Mondelez Int (MDLZ) | 4.2 | $11M | 181k | 62.47 | |
| Chesapeake Energy Corp (EXE) | 4.0 | $11M | 103k | 106.24 | |
| Smurfit Westrock SHS (SW) | 3.7 | $10M | 238k | 42.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $10M | 41k | 243.10 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $9.2M | 82k | 112.75 | |
| Occidental Petroleum Corporation (OXY) | 2.2 | $5.8M | 124k | 47.25 | |
| Kraft Heinz (KHC) | 2.1 | $5.8M | 222k | 26.04 | |
| Bhp Group Sponsored Ads (BHP) | 1.9 | $5.1M | 92k | 55.75 | |
| Sealed Air (SEE) | 1.6 | $4.2M | 120k | 35.35 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.8 | $2.1M | 35k | 60.22 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.7M | 4.9k | 355.47 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | 5.0k | 315.43 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 7.0k | 167.33 | |
| Otis Worldwide Corp (OTIS) | 0.4 | $997k | 11k | 91.43 | |
| Intel Corporation (INTC) | 0.3 | $839k | 25k | 33.55 | |
| GSK Sponsored Adr (GSK) | 0.2 | $518k | 12k | 43.16 | |
| American Express Company (AXP) | 0.2 | $498k | 1.5k | 332.16 | |
| Halliburton Company (HAL) | 0.2 | $492k | 20k | 24.60 |
