Holowesko Partners as of March 31, 2026
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schlumberger (SLB) | 9.6 | $34M | 668k | 51.39 | |
| Yum China Holdings (YUMC) | 8.0 | $29M | 584k | 48.78 | |
| Chesapeake Energy Corp (EXE) | 7.7 | $27M | 250k | 109.78 | |
| Mondelez Int (MDLZ) | 7.0 | $25M | 436k | 57.64 | |
| Kimberly-Clark Corporation (KMB) | 6.7 | $24M | 248k | 96.47 | |
| Qualcomm (QCOM) | 6.5 | $23M | 179k | 128.78 | |
| General Dynamics Corporation (GD) | 6.4 | $23M | 67k | 343.22 | |
| American Express Company (AXP) | 5.9 | $21M | 70k | 302.48 | |
| Smurfit Westrock SHS (SW) | 5.1 | $18M | 459k | 39.85 | |
| J.M. Smucker Company (SJM) | 5.0 | $18M | 184k | 96.44 | |
| Microsoft Corporation (MSFT) | 4.2 | $15M | 41k | 370.17 | |
| Progressive Corporation (PGR) | 3.4 | $12M | 62k | 198.24 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $11M | 91k | 125.46 | |
| Kenvue (KVUE) | 2.9 | $11M | 607k | 17.24 | |
| Pepsi (PEP) | 2.7 | $9.8M | 63k | 155.29 | |
| Diamondback Energy (FANG) | 2.5 | $8.7M | 44k | 197.79 | |
| Bhp Group Sponsored Ads (BHP) | 2.4 | $8.5M | 117k | 72.74 | |
| Accenture (ACN) | 2.2 | $7.7M | 39k | 198.29 | |
| Dupont De Nemours (DD) | 2.1 | $7.5M | 164k | 45.80 | |
| Unilever (UL) | 1.5 | $5.2M | 92k | 56.97 | |
| Sealed Air | 1.4 | $5.0M | 120k | 42.05 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.8M | 6.5k | 430.29 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.5M | 5.0k | 294.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | 4.8k | 287.56 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 7.0k | 192.90 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.3M | 1.0k | 1320.83 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $1.2M | 18k | 65.00 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $840k | 11k | 77.08 | |
| General Mills (GIS) | 0.2 | $838k | 23k | 37.22 | |
| Halliburton Company (HAL) | 0.2 | $780k | 20k | 38.99 | |
| Kraft Heinz (KHC) | 0.2 | $630k | 28k | 22.49 |
