Holowesko Partners Ltd.
35 holdingsFiling period: 2026-06-30Current AUM: $444.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Smurfit Westrock PLC | 844.0K | $39.0M | $39.0M | 8.79% | +384.8K | 2026-06-30 |
| 2 | GD | General Dynamics Corp | 82.1K | $29.1M | $29.3M | 6.60% | +15.2K | 2026-06-30 |
| 3 | UL | Unilever PLC | 459.6K | $27.6M | $30.2M | 6.79% | +367.5K | 2026-06-30 |
| 4 | KMB | Kimberly-Clark Corp | 247.7K | $27.2M | $27.2M | 6.12% | -- | 2026-06-30 |
| 5 | AXP | American Express Co | 77.4K | $26.2M | $24.4M | 5.49% | +7.5K | 2026-06-30 |
| 6 | MDLZ | Mondelez Intl Inc | 435.7K | $25.2M | $27.4M | 6.18% | -- | 2026-06-30 |
| 7 | YUMC | Yum China Hldgs Inc | 584.1K | $23.9M | $26.6M | 5.99% | -- | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 62.7K | $23.4M | $33.4M | 7.52% | +22.2K | 2026-06-30 |
| 9 | EXE | Expand Energy Corporation | 252.3K | $23.0M | $23.7M | 5.34% | +2.3K | 2026-06-30 |
| 10 | PEP | Pepsico Inc | 135.2K | $18.3M | $18.3M | 4.13% | +72.2K | 2026-06-30 |
| 11 | XOM | Exxon Mobil Corp | 104.0K | $14.2M | $19.2M | 4.32% | -- | 2026-06-30 |
| 12 | XOM | Exxon Mobil Corp | 104.0K | $14.2M | $19.2M | 4.32% | -- | 2026-06-30 |
| 13 | PGR | Progressive Corp | 62.0K | $13.5M | $14.2M | 3.20% | -- | 2026-06-30 |
| 14 | KVUE | Kenvue Inc | 607.0K | $11.6M | $11.8M | 2.67% | -- | 2026-06-30 |
| 15 | SJM | Smucker J M Co | 96.1K | $10.8M | $12.4M | 2.78% | -87,700 | 2026-06-30 |
| 16 | FANG | Diamondback Energy Inc | 52.7K | $9.3M | $10.9M | 2.46% | +8.5K | 2026-06-30 |
| 17 | BABA | Alibaba Group Hldg Ltd | 91.1K | $8.7M | $9.1M | 2.06% | -- | 2026-06-30 |
| 18 | DIS | Disney Walt Co | 86.9K | $8.4M | $9.6M | 2.16% | -- | 2026-06-30 |
| 19 | DD | Dupont de Nemours Inc | 54.7K | $7.4M | $7.4M | 1.68% | -- | 2026-06-30 |
| 20 | SLB | Slb Limited | 157.5K | $7.3M | $8.4M | 1.88% | -510,000 | 2026-06-30 |
| 21 | OTIS | Otis Worldwide Corp | 98.3K | $7.0M | $7.4M | 1.67% | +87.4K | 2026-06-30 |
| 22 | FLR | Fluor Corp | 108.0K | $5.7M | $4.8M | 1.09% | -- | 2026-06-30 |
| 23 | PSUS | Pershing Square USA Ltd | 140.7K | $5.3M | $5.3M | 1.20% | -- | 2026-06-30 |
| 24 | HOG | Harley Davidson Inc | 188.0K | $4.6M | $5.4M | 1.22% | -- | 2026-06-30 |
| 25 | OXY | Occidental Pete Corp | 69.3K | $3.4M | $4.4M | 1.00% | +51.3K | 2026-06-30 |
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