13F HOLDINGS REPORT
Holowesko Partners Ltd.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001428569-25-000006
Total Value
$270.3M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KIMBERLY-CLARK CORP | KMB | 259,900 | $32.3M | 11.95% |
| 2 | QUALCOMM INC | QCOM | 152,600 | $25.4M | 9.39% |
| 3 | YUM CHINA HLDGS INC | YUMC | 579,600 | $24.9M | 9.20% |
| 4 | BARRICK GOLD CORP | 06849F108 | 734,400 | $24.1M | 8.90% |
| 5 | GENERAL DYNAMICS CORP | GD | 67,820 | $23.1M | 8.56% |
| 6 | SCHLUMBERGER LTD | SLB | 667,500 | $22.9M | 8.49% |
| 7 | ASML HOLDING N V | ASMLF | 18,700 | $18.1M | 6.70% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 95,100 | $17.0M | 6.29% |
| 9 | MONDELEZ INTL INC | 609207105 | 180,800 | $11.3M | 4.18% |
| 10 | EXPAND ENERGY CORP CMN | EXE | 102,800 | $10.9M | 4.04% |
| 11 | SMURFIT WESTROCK PLC | SW | 237,500 | $10.1M | 3.74% |
| 12 | ALPHABET INC | GOOG | 41,300 | $10.0M | 3.71% |
| 13 | EXXON MOBIL CORP | XOM | 81,800 | $9.2M | 3.41% |
| 14 | OCCIDENTAL PETE CORP | 674599105 | 123,700 | $5.8M | 2.16% |
| 15 | KRAFT HEINZ CO | KHC | 222,000 | $5.8M | 2.14% |
| 16 | BHP GROUP LTD | BHPLF | 91,900 | $5.1M | 1.90% |
| 17 | SEALED AIR CORP NEW | SE | 119,668 | $4.2M | 1.56% |
| 18 | RYANAIR HOLDINGS PLC | RYAOF | 35,000 | $2.1M | 0.78% |
| 19 | SPDR GOLD TR | GLD | 4,900 | $1.7M | 0.64% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 5,000 | $1.6M | 0.58% |
| 21 | RTX CORPORATION | RTX | 7,000 | $1.2M | 0.43% |
| 22 | OTIS WORLDWIDE CORP | OTIS | 10,900 | $996,587 | 0.37% |
| 23 | INTEL CORP | INTC | 25,000 | $838,750 | 0.31% |
| 24 | GSK PLC | GLAXF | 12,000 | $517,920 | 0.19% |
| 25 | AMERICAN EXPRESS CO | AXP | 1,500 | $498,240 | 0.18% |
| 26 | HALLIBURTON CO | HAL | 20,000 | $492,000 | 0.18% |