13F HOLDINGS REPORT
Holowesko Partners Ltd.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001428569-26-000001
Total Value
$287.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KIMBERLY-CLARK CORP | KMB | 288,400 | $29.1M | 10.13% |
| 2 | YUM CHINA HLDGS INC | YUMC | 584,100 | $27.9M | 9.70% |
| 3 | QUALCOMM INC | QCOM | 155,000 | $26.5M | 9.23% |
| 4 | SLB LIMITED | SLB | 667,500 | $25.6M | 8.92% |
| 5 | EXXON MOBIL CORP | XOM | 209,200 | $25.2M | 8.76% |
| 6 | GENERAL DYNAMICS CORP | GD | 66,920 | $22.5M | 7.84% |
| 7 | MONDELEZ INTL INC | 609207105 | 394,600 | $21.2M | 7.39% |
| 8 | SMURFIT WESTROCK PLC | SW | 447,500 | $17.3M | 6.02% |
| 9 | EXPAND ENERGY CORPORATION | EXE | 127,400 | $14.1M | 4.89% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 95,100 | $13.9M | 4.85% |
| 11 | GENERAL MILLS INC CMN | 370334104 | 219,600 | $10.2M | 3.55% |
| 12 | KRAFT HEINZ CO | KHC | 388,900 | $9.4M | 3.28% |
| 13 | BHP GROUP LTD | BHPLF | 116,800 | $7.1M | 2.45% |
| 14 | DUPONT DE NEMOURS INC | DD | 159,000 | $6.4M | 2.22% |
| 15 | KENVUE INC. CMN | KVUE | 358,000 | $6.2M | 2.15% |
| 16 | PROGRESSIVE CORP | 743315103 | 26,800 | $6.1M | 2.12% |
| 17 | SEALED AIR CORP NEW | SE | 119,668 | $5.0M | 1.73% |
| 18 | RYANAIR HOLDINGS PLC | RYAOF | 35,000 | $2.5M | 0.88% |
| 19 | SPDR GOLD TR | GLD | 4,900 | $1.9M | 0.68% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 5,000 | $1.6M | 0.56% |
| 21 | ALPHABET INC | GOOG | 4,800 | $1.5M | 0.52% |
| 22 | ASML HOLDING N V | ASMLF | 1,300 | $1.4M | 0.48% |
| 23 | RTX CORPORATION | RTX | 7,000 | $1.3M | 0.45% |
| 24 | OTIS WORLDWIDE CORP | OTIS | 10,900 | $952,115 | 0.33% |
| 25 | OCCIDENTAL PETE CORP | 674599105 | 18,000 | $740,160 | 0.26% |
| 26 | GSK PLC | GLAXF | 12,000 | $588,480 | 0.20% |
| 27 | HALLIBURTON CO | HAL | 20,000 | $565,200 | 0.20% |
| 28 | AMERICAN EXPRESS CO | AXP | 1,500 | $554,925 | 0.19% |