13F HOLDINGS REPORT
Holowesko Partners Ltd.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001428569-25-000005
Total Value
$300.5M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288513 | 400,000 | $32.3M | 10.74% |
| 2 | BARRICK GOLD CORP | 06849F108 | 1,319,200 | $27.5M | 9.14% |
| 3 | ALPHABET INC | GOOG | 137,500 | $24.2M | 8.06% |
| 4 | KIMBERLY-CLARK CORP | KMB | 187,700 | $24.2M | 8.05% |
| 5 | QUALCOMM INC | QCOM | 148,400 | $23.6M | 7.87% |
| 6 | GENERAL DYNAMICS CORP | GD | 77,820 | $22.7M | 7.55% |
| 7 | SCHLUMBERGER LTD | SLB | 603,500 | $20.4M | 6.79% |
| 8 | YUM CHINA HLDGS INC | YUMC | 394,500 | $17.6M | 5.87% |
| 9 | TOLL BROTHERS INC | TOL | 117,100 | $13.4M | 4.45% |
| 10 | EXXON MOBIL CORP | XOM | 122,600 | $13.2M | 4.40% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 202,500 | $11.7M | 3.89% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 95,100 | $10.8M | 3.59% |
| 13 | EXPAND ENERGY CORP CMN | EXE | 76,400 | $8.9M | 2.97% |
| 14 | MONDELEZ INTL INC | 609207105 | 117,600 | $7.9M | 2.64% |
| 15 | PULTE GROUP INC | 745867101 | 66,000 | $7.0M | 2.32% |
| 16 | SEALED AIR CORP NEW | SE | 220,100 | $6.8M | 2.27% |
| 17 | ASML HOLDING N V | ASMLF | 8,050 | $6.5M | 2.15% |
| 18 | OCCIDENTAL PETE CORP | 674599105 | 123,700 | $5.2M | 1.73% |
| 19 | KRAFT HEINZ CO | KHC | 201,000 | $5.2M | 1.73% |
| 20 | BHP GROUP LTD | BHPLF | 91,900 | $4.4M | 1.47% |
| 21 | SPDR GOLD TR | GLD | 4,900 | $1.5M | 0.50% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 5,000 | $1.4M | 0.48% |
| 23 | RTX CORPORATION | RTX | 7,000 | $1.0M | 0.34% |
| 24 | OTIS WORLDWIDE CORP | OTIS | 9,000 | $891,180 | 0.30% |
| 25 | INTEL CORP | INTC | 25,000 | $560,000 | 0.19% |
| 26 | AMERICAN EXPRESS CO | AXP | 1,500 | $478,470 | 0.16% |
| 27 | GSK PLC | GLAXF | 12,000 | $460,800 | 0.15% |
| 28 | HALLIBURTON CO | HAL | 20,000 | $407,600 | 0.14% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 465 | $225,883 | 0.08% |