Holowesko Partners as of June 30, 2026
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smurfit Westrock SHS (SW) | 9.9 | $39M | 844k | 46.26 | |
| General Dynamics Corporation (GD) | 7.4 | $29M | 82k | 354.24 | |
| Unilever Spon Adr New (UL) | 7.0 | $28M | 460k | 60.12 | |
| Kimberly-Clark Corporation (KMB) | 6.9 | $27M | 248k | 109.77 | |
| American Express Company (AXP) | 6.6 | $26M | 77k | 338.25 | |
| Mondelez Int (MDLZ) | 6.4 | $25M | 436k | 57.84 | |
| Yum China Holdings (YUMC) | 6.0 | $24M | 584k | 40.87 | |
| Microsoft Corporation (MSFT) | 5.9 | $23M | 63k | 373.02 | |
| Chesapeake Energy Corp (EXE) | 5.8 | $23M | 252k | 91.19 | |
| Pepsi (PEP) | 4.6 | $18M | 135k | 135.40 | |
| Exxon Mobil Corporation (XOM) | 3.6 | $14M | 104k | 136.72 | |
| Progressive Corporation (PGR) | 3.4 | $14M | 62k | 218.45 | |
| Kenvue (KVUE) | 2.9 | $12M | 607k | 19.11 | |
| Smucker J M Com New (SJM) | 2.7 | $11M | 96k | 112.50 | |
| Diamondback Energy (FANG) | 2.3 | $9.3M | 53k | 175.78 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.2 | $8.7M | 91k | 95.98 | |
| Walt Disney Company (DIS) | 2.1 | $8.4M | 87k | 96.25 | |
| Dupont De Nemours (DD) | 1.9 | $7.4M | 55k | 135.64 | |
| SLB Com Stk (SLB) | 1.9 | $7.3M | 158k | 46.49 | |
| Otis Worldwide Corp (OTIS) | 1.8 | $7.0M | 98k | 71.60 | |
| Fluor Corporation (FLR) | 1.4 | $5.7M | 108k | 52.39 | |
| Pershing Square Usa Com Shs | 1.3 | $5.3M | 141k | 37.38 | |
| Harley-Davidson (HOG) | 1.2 | $4.6M | 188k | 24.46 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $3.4M | 69k | 48.57 | |
| Amcor Com New (AMCR) | 0.8 | $3.3M | 75k | 43.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.4M | 6.5k | 368.38 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $2.0M | 1.0k | 1989.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | 4.8k | 357.37 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.6M | 5.0k | 327.33 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | 7.0k | 189.73 | |
| L3harris Technologies (LHX) | 0.2 | $727k | 2.5k | 290.59 | |
| Halliburton Company (HAL) | 0.2 | $679k | 20k | 33.95 | |
| Kraft Heinz (KHC) | 0.2 | $661k | 28k | 23.62 | |
| Meta Platforms Cl A (META) | 0.1 | $487k | 865.00 | 563.29 |
