Q1 2025 · 13F-HR
Holowesko Partners Ltd.holdings as filed
Filed 2025-05-13 · accession 0001428569-25-000004
$267.6M
Reported value
29
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 067901108 | ABX | BARRICK GOLD CORP | $25.6M | 9.58% | 1,319,200 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $25.2M | 9.43% | 603,500 | Common | SOLE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $22.9M | 8.57% | 161,200 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $22.8M | 8.52% | 148,400 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $21.2M | 7.93% | 77,820 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $20.5M | 7.67% | 394,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $20.1M | 7.51% | 129,900 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $14.6M | 5.45% | 122,600 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $12.6M | 4.70% | 95,100 | Common | SOLE |
| 889478103 | TOL | TOLL BROTHERS INC | $12.4M | 4.62% | 117,100 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $11.5M | 4.28% | 270,500 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORP CMN | $8.5M | 3.18% | 76,400 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $7.5M | 2.79% | 110,100 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $6.8M | 2.54% | 66,000 | Common | SOLE |
| 81211K100 | SDA | SEALED AIR CORP NEW | $6.4M | 2.38% | 220,100 | Common | SOLE |
| 500754106 | KHC | KRAFT HEINZ CO | $6.1M | 2.29% | 201,000 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $6.1M | 2.28% | 123,700 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $5.4M | 2.03% | 8,200 | Common | SOLE |
| 088606108 | BHP | BHP GROUP LTD | $4.5M | 1.67% | 91,900 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $1.4M | 0.53% | 4,900 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.2M | 0.46% | 5,000 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $928,800 | 0.35% | 9,000 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $927,220 | 0.35% | 7,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $567,750 | 0.21% | 25,000 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $507,400 | 0.19% | 20,000 | Common | SOLE |
| 37733W204 | GSK | GSK PLC | $464,880 | 0.17% | 12,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $403,575 | 0.15% | 1,500 | Common | SOLE |
| 880191101 | EMF | TEMPLETON EMERGING MKTS FD | $268,038 | 0.10% | 20,859 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $247,650 | 0.09% | 465 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.