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Holowesko Partners Ltd. 13F holdings

Filed 2026-08-13 · Holowesko Partners Ltd. · 34 positions · $395.0M

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TickerCompanySharesValue% of portfolio
—SMURFIT WESTROCK PLC844.0K$39.0M9.9%
GDGENERAL DYNAMICS CORP82.1K$29.1M7.4%
ULUNILEVER PLC459.6K$27.6M7.0%
KMBKIMBERLY-CLARK CORP247.7K$27.2M6.9%
AXPAMERICAN EXPRESS CO77.4K$26.2M6.6%
MDLZMONDELEZ INTL INC435.7K$25.2M6.4%
YUMCYUM CHINA HLDGS INC584.1K$23.9M6.0%
MSFTMICROSOFT CORP62.7K$23.4M5.9%
CHTREXPAND ENERGY CORPORATION252.3K$23.0M5.8%
PEPPEPSICO INC135.2K$18.3M4.6%
EXMOCEXXON MOBIL CORP104.0K$14.2M3.6%
PGRPROGRESSIVE CORP62.0K$13.5M3.4%
KVUEKENVUE INC607.0K$11.6M2.9%
SJMSMUCKER J M CO96.1K$10.8M2.7%
FANGDIAMONDBACK ENERGY INC52.7K$9.3M2.3%
BABAALIBABA GROUP HLDG LTD91.1K$8.7M2.2%
DISDISNEY WALT CO86.9K$8.4M2.1%
DDDUPONT DE NEMOURS INC54.7K$7.4M1.9%
SLBSLB LIMITED157.5K$7.3M1.9%
OTISOTIS WORLDWIDE CORP98.3K$7.0M1.8%
FLRFLUOR CORP108.0K$5.7M1.4%
PSUSPERSHING SQUARE USA LTD140.7K$5.3M1.3%
HOGHARLEY DAVIDSON INC188.0K$4.6M1.2%
OXYOCCIDENTAL PETE CORP69.3K$3.4M0.9%
—AMCOR PLC75.1K$3.3M0.8%
GLDSPDR GOLD TR6.5K$2.4M0.6%
ASMLASML HOLDING N V1.0K$2.0M0.5%
GOOGLALPHABET INC4.8K$1.7M0.4%
JPMJPMORGAN CHASE & CO.5.0K$1.6M0.4%
RTXRTX CORPORATION7.0K$1.3M0.3%
LHXL3HARRIS TECHNOLOGIES INC2.5K$726,4750.2%
HALHALLIBURTON CO20.0K$679,0000.2%
KHCKRAFT HEINZ CO28.0K$661,3600.2%
METAMETA PLATFORMS INC865$487,2460.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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