Holowesko Partners Ltd.
31 holdingsFiling period: 2026-03-31Current AUM: $373.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SLB | SLB LTD CMN | 667.5K | $34.3M | $33.1M | 8.87% | -- | 2026-03-31 |
| 2 | YUMC | YUM CHINA HLDGS INC | 584.1K | $28.5M | $28.1M | 7.54% | -- | 2026-03-31 |
| 3 | EXE | EXPAND ENERGY CORPORATION | 250.0K | $27.4M | $23.5M | 6.30% | +122.6K | 2026-03-31 |
| 4 | MDLZ | MONDELEZ INTL INC | 435.7K | $25.1M | $27.1M | 7.28% | +41.1K | 2026-03-31 |
| 5 | KMB | KIMBERLY-CLARK CORP | 247.7K | $23.9M | $27.1M | 7.26% | -40,700 | 2026-03-31 |
| 6 | QCOM | QUALCOMM INC | 178.7K | $23.0M | $26.4M | 7.07% | +23.7K | 2026-03-31 |
| 7 | GD | GENERAL DYNAMICS CORP | 66.9K | $23.0M | $25.7M | 6.88% | -- | 2026-03-31 |
| 8 | AXP | AMERICAN EXPRESS CO | 69.9K | $21.1M | $23.5M | 6.30% | +68.4K | 2026-03-31 |
| 9 | — | SMURFIT WESTROCK PLC | 459.2K | $18.3M | $18.3M | 4.90% | +11.7K | 2026-03-31 |
| 10 | SJM | J. M. SMUCKER COMPANY (THE) CMN | 183.8K | $17.7M | $21.9M | 5.88% | -- | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORPORATION CMN | 40.5K | $15.0M | $18.8M | 5.04% | -- | 2026-03-31 |
| 12 | PGR | THE PROGRESSIVE CORPORATION CMN | 62.0K | $12.3M | $13.1M | 3.51% | +35.2K | 2026-03-31 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | 91.1K | $11.4M | $11.1M | 2.99% | -4,000 | 2026-03-31 |
| 14 | KVUE | KENVUE INC. CMN | 607.0K | $10.5M | $11.7M | 3.13% | +249.0K | 2026-03-31 |
| 15 | PEP | PEPSICO, INC. CMN | 63.0K | $9.8M | $8.8M | 2.36% | -- | 2026-03-31 |
| 16 | FANG | DIAMONDBACK ENERGY INC CMN | 44.2K | $8.7M | $9.0M | 2.40% | -- | 2026-03-31 |
| 17 | BHP | BHP GROUP LTD | 116.8K | $8.5M | $9.9M | 2.65% | -- | 2026-03-31 |
| 18 | — | ACCENTURE PLC CMN CLASS A | 38.9K | $7.7M | $7.7M | 2.07% | -- | 2026-03-31 |
| 19 | DD | DUPONT DE NEMOURS INC | 164.0K | $7.5M | $7.5M | 2.01% | +5.0K | 2026-03-31 |
| 20 | UL | UNILEVER PLC SPONSORED ADR CMN | 92.1K | $5.2M | $5.8M | 1.57% | -- | 2026-03-31 |
| 21 | SDA | SEALED AIR CORP NEW | 119.7K | $5.0M | $2.2M | 0.60% | -- | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 6.5K | $2.8M | $2.4M | 0.65% | +1.6K | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO. | 5.0K | $1.5M | $1.8M | 0.47% | -- | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 4.8K | $1.4M | $1.7M | 0.46% | -- | 2026-03-31 |
| 25 | RTX | RTX CORPORATION | 7.0K | $1.4M | $1.5M | 0.40% | -- | 2026-03-31 |
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