Holowesko Partners as of Dec. 31, 2025
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kimberly-Clark Corporation (KMB) | 10.1 | $29M | 288k | 100.89 | |
| Yum China Holdings (YUMC) | 9.7 | $28M | 584k | 47.74 | |
| Qualcomm (QCOM) | 9.2 | $27M | 155k | 171.05 | |
| SLB Com Stk (SLB) | 8.9 | $26M | 668k | 38.38 | |
| Exxon Mobil Corporation (XOM) | 8.8 | $25M | 209k | 120.34 | |
| General Dynamics Corporation (GD) | 7.8 | $23M | 67k | 336.66 | |
| Mondelez Int (MDLZ) | 7.4 | $21M | 395k | 53.83 | |
| Smurfit Westrock SHS (SW) | 6.0 | $17M | 448k | 38.67 | |
| Chesapeake Energy Corp (EXE) | 4.9 | $14M | 127k | 110.36 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.9 | $14M | 95k | 146.58 | |
| General Mills (GIS) | 3.6 | $10M | 220k | 46.50 | |
| Kraft Heinz (KHC) | 3.3 | $9.4M | 389k | 24.25 | |
| Bhp Group Sponsored Ads (BHP) | 2.5 | $7.1M | 117k | 60.37 | |
| Dupont De Nemours (DD) | 2.2 | $6.4M | 159k | 40.20 | |
| Kenvue (KVUE) | 2.1 | $6.2M | 358k | 17.25 | |
| Progressive Corporation (PGR) | 2.1 | $6.1M | 27k | 227.72 | |
| Sealed Air (SEE) | 1.7 | $5.0M | 120k | 41.43 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.9 | $2.5M | 35k | 72.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.9M | 4.9k | 396.31 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | 5.0k | 322.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.5M | 4.8k | 313.00 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.4M | 1.3k | 1069.86 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.3M | 7.0k | 183.40 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $952k | 11k | 87.35 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $740k | 18k | 41.12 | |
| GSK Sponsored Adr (GSK) | 0.2 | $589k | 12k | 49.04 | |
| Halliburton Company (HAL) | 0.2 | $565k | 20k | 28.26 | |
| American Express Company (AXP) | 0.2 | $555k | 1.5k | 369.95 |
