Holowesko Partners Ltd.
35 holdingsFiling period: 2026-06-30Current AUM: $429.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SMURFIT WESTROCK PLC | 844.0K | $39.0M | $39.0M | 9.09% | +384.8K | 2026-06-30 |
| 2 | GD | GENERAL DYNAMICS CORP | 82.1K | $29.1M | $29.1M | 6.77% | +15.2K | 2026-06-30 |
| 3 | UL | UNILEVER PLC | 459.6K | $27.6M | $28.3M | 6.59% | +367.5K | 2026-06-30 |
| 4 | KMB | KIMBERLY-CLARK CORP | 247.7K | $27.2M | $24.4M | 5.68% | -- | 2026-06-30 |
| 5 | AXP | AMERICAN EXPRESS CO | 77.4K | $26.2M | $24.8M | 5.78% | +7.5K | 2026-06-30 |
| 6 | MDLZ | MONDELEZ INTL INC | 435.7K | $25.2M | $27.2M | 6.34% | -- | 2026-06-30 |
| 7 | YUMC | YUM CHINA HLDGS INC | 584.1K | $23.9M | $24.7M | 5.75% | -- | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 62.7K | $23.4M | $30.9M | 7.19% | +22.2K | 2026-06-30 |
| 9 | EXE | EXPAND ENERGY CORPORATION | 252.3K | $23.0M | $24.4M | 5.69% | +2.3K | 2026-06-30 |
| 10 | PEP | PEPSICO INC | 135.2K | $18.3M | $18.5M | 4.30% | +72.2K | 2026-06-30 |
| 11 | XOM | EXXON MOBIL CORP | 104.0K | $14.2M | $17.2M | 4.00% | -- | 2026-06-30 |
| 12 | XOM | EXXON MOBIL CORP | 104.0K | $14.2M | $17.2M | 4.00% | -- | 2026-06-30 |
| 13 | PGR | PROGRESSIVE CORP | 62.0K | $13.5M | $13.4M | 3.12% | -- | 2026-06-30 |
| 14 | KVUE | KENVUE INC | 607.0K | $11.6M | $10.8M | 2.51% | -- | 2026-06-30 |
| 15 | SJM | SMUCKER J M CO | 96.1K | $10.8M | $11.6M | 2.71% | -87,700 | 2026-06-30 |
| 16 | FANG | DIAMONDBACK ENERGY INC | 52.7K | $9.3M | $10.8M | 2.52% | +8.5K | 2026-06-30 |
| 17 | BABA | ALIBABA GROUP HLDG LTD | 91.1K | $8.7M | $9.9M | 2.30% | -- | 2026-06-30 |
| 18 | DIS | DISNEY WALT CO | 86.9K | $8.4M | $9.2M | 2.14% | -- | 2026-06-30 |
| 19 | DD | DUPONT DE NEMOURS INC | 54.7K | $7.4M | $7.0M | 1.62% | -- | 2026-06-30 |
| 20 | SLB | SLB LIMITED | 157.5K | $7.3M | $8.8M | 2.05% | -510,000 | 2026-06-30 |
| 21 | OTIS | OTIS WORLDWIDE CORP | 98.3K | $7.0M | $6.7M | 1.55% | +87.4K | 2026-06-30 |
| 22 | FLR | FLUOR CORP | 108.0K | $5.7M | $5.8M | 1.35% | -- | 2026-06-30 |
| 23 | PSUS | PERSHING SQUARE USA LTD | 140.7K | $5.3M | $5.3M | 1.24% | -- | 2026-06-30 |
| 24 | HOG | HARLEY DAVIDSON INC | 188.0K | $4.6M | $5.1M | 1.18% | -- | 2026-06-30 |
| 25 | OXY | OCCIDENTAL PETE CORP | 69.3K | $3.4M | $4.2M | 0.99% | +51.3K | 2026-06-30 |
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