13F HOLDINGS REPORT
Holowesko Partners Ltd.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001428569-25-000001
Total Value
$218.3M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 133,800 | $25.3M | 11.61% |
| 2 | QUALCOMM INC | QCOM | 148,400 | $22.8M | 10.45% |
| 3 | BARRICK GOLD CORP | 067901108 | 1,319,200 | $20.4M | 9.37% |
| 4 | KIMBERLY-CLARK CORP | KMB | 153,400 | $20.1M | 9.21% |
| 5 | YUM CHINA HLDGS INC | YUMC | 394,500 | $19.0M | 8.71% |
| 6 | EXXON MOBIL CORP | XOM | 151,800 | $16.3M | 7.48% |
| 7 | GENERAL DYNAMICS CORP | GD | 59,920 | $15.8M | 7.23% |
| 8 | SCHLUMBERGER LTD | SLB | 356,200 | $13.7M | 6.26% |
| 9 | RYANAIR HOLDINGS PLC | RYAOF | 270,500 | $11.8M | 5.40% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 127,500 | $10.8M | 4.95% |
| 11 | SMURFIT WESTROCK PLC | SW | 197,338 | $10.6M | 4.87% |
| 12 | SEALED AIR CORP NEW | SE | 220,100 | $7.4M | 3.41% |
| 13 | OCCIDENTAL PETE CORP | 674599105 | 103,190 | $5.1M | 2.34% |
| 14 | BHP GROUP LTD | BHPLF | 91,900 | $4.5M | 2.06% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 18,400 | $4.4M | 2.02% |
| 16 | HESS CORP | HESM | 20,000 | $2.7M | 1.22% |
| 17 | SPDR GOLD TR | GLD | 10,400 | $2.5M | 1.15% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,965 | $890,695 | 0.41% |
| 19 | OTIS WORLDWIDE CORP | OTIS | 9,000 | $833,490 | 0.38% |
| 20 | RTX CORPORATION | RTX | 7,000 | $810,040 | 0.37% |
| 21 | AMERICAN EXPRESS CO | AXP | 2,400 | $712,296 | 0.33% |
| 22 | HALLIBURTON CO | HAL | 20,000 | $543,800 | 0.25% |
| 23 | INTEL CORP | INTC | 25,000 | $501,250 | 0.23% |
| 24 | GSK PLC | GLAXF | 12,000 | $405,840 | 0.19% |
| 25 | TEMPLETON EMERGING MKTS FD | 880191101 | 20,859 | $249,265 | 0.11% |