13F HOLDINGS REPORT
Holowesko Partners Ltd.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001428569-25-000004
Total Value
$267.6M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BARRICK GOLD CORP | 067901108 | 1,319,200 | $25.6M | 9.58% |
| 2 | SCHLUMBERGER LTD | SLB | 603,500 | $25.2M | 9.43% |
| 3 | KIMBERLY-CLARK CORP | KMB | 161,200 | $22.9M | 8.57% |
| 4 | QUALCOMM INC | QCOM | 148,400 | $22.8M | 8.52% |
| 5 | GENERAL DYNAMICS CORP | GD | 77,820 | $21.2M | 7.93% |
| 6 | YUM CHINA HLDGS INC | YUMC | 394,500 | $20.5M | 7.67% |
| 7 | ALPHABET INC | GOOG | 129,900 | $20.1M | 7.51% |
| 8 | EXXON MOBIL CORP | XOM | 122,600 | $14.6M | 5.45% |
| 9 | ALIBABA GROUP HLDG LTD | BBAAY | 95,100 | $12.6M | 4.70% |
| 10 | TOLL BROTHERS INC | TOL | 117,100 | $12.4M | 4.62% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 270,500 | $11.5M | 4.28% |
| 12 | EXPAND ENERGY CORP CMN | EXE | 76,400 | $8.5M | 3.18% |
| 13 | MONDELEZ INTL INC | 609207105 | 110,100 | $7.5M | 2.79% |
| 14 | PULTE GROUP INC | 745867101 | 66,000 | $6.8M | 2.54% |
| 15 | SEALED AIR CORP NEW | SE | 220,100 | $6.4M | 2.38% |
| 16 | KRAFT HEINZ CO | KHC | 201,000 | $6.1M | 2.29% |
| 17 | OCCIDENTAL PETE CORP | 674599105 | 123,700 | $6.1M | 2.28% |
| 18 | ASML HOLDING N V | ASMLF | 8,200 | $5.4M | 2.03% |
| 19 | BHP GROUP LTD | BHPLF | 91,900 | $4.5M | 1.67% |
| 20 | SPDR GOLD TR | GLD | 4,900 | $1.4M | 0.53% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 5,000 | $1.2M | 0.46% |
| 22 | OTIS WORLDWIDE CORP | OTIS | 9,000 | $928,800 | 0.35% |
| 23 | RTX CORPORATION | RTX | 7,000 | $927,220 | 0.35% |
| 24 | INTEL CORP | INTC | 25,000 | $567,750 | 0.21% |
| 25 | HALLIBURTON CO | HAL | 20,000 | $507,400 | 0.19% |
| 26 | GSK PLC | GLAXF | 12,000 | $464,880 | 0.17% |
| 27 | AMERICAN EXPRESS CO | AXP | 1,500 | $403,575 | 0.15% |
| 28 | TEMPLETON EMERGING MKTS FD | 880191101 | 20,859 | $268,038 | 0.10% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 465 | $247,650 | 0.09% |