Holowesko Partners Ltd. 13F Holdings

CIK 0001428569 · NASSAU, C5

As of Sep 30, 2025, Holowesko Partners Ltd. reported 26 positions worth $270.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KIMBERLY CLARK CORPKMBConsumer Defensive259,900$32.3M11.95%
QUALCOMM INCQCOMTechnology152,600$25.4M9.39%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical579,600$24.9M9.20%
BARRICK MINING CORPBBasic Materials734,400$24.1M8.90%
GENERAL DYNAMICS CORPGDIndustrials67,820$23.1M8.56%
SLB LIMITEDSLBEquity667,500$22.9M8.49%
ASML HOLDING NVASMLTechnology18,700 8.1M6.70%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical95,100 7.0M6.29%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive180,800 1.3M4.18%
EXPAND ENERGY CORPEXEEnergy102,800 0.9M4.04%
SMURFIT WESTROCK PLCSWConsumer Cyclical237,500 0.1M3.74%
ALPHABET INCGOOGLEquity41,300 0.0M3.71%
EXXON MOBIL CORPXOMEnergy81,800$9.2M3.41%
OCCIDENTAL PETROLEUM CORPOXYEnergy123,700$5.8M2.16%
KRAFT HEINZ CO/THEKHCConsumer Defensive222,000$5.8M2.14%
BHP GROUP LTDBHPBasic Materials91,900$5.1M1.90%
SEALED AIR CORPSEEConsumer Cyclical119,668$4.2M1.56%
RYANAIR HOLDINGS PLCRYAAYIndustrials35,000$2.1M0.78%
SPDR GOLD TRUSTGQ9—4,900 .7M0.64%
JPMORGAN CHASE & COJPMFinancial Services5,000 .6M0.58%
RTX CORPRTXEquity7,000 .2M0.43%
OTIS WORLDWIDE CORPOTISIndustrials10,900$996.6K0.37%
INTEL CORPINTCTechnology25,000$838.8K0.31%
GSK PLCGSKHealthcare12,000$517.9K0.19%
AMERICAN EXPRESS COAXPFinancial Services1,500$498.2K0.18%