Holowesko Partners Ltd.

13F filer · CIK 0001428569

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$395MU.S. long equity reported on 13F

Positions348 new · 5 closed

Net flow last quarter+$31.9MBuys minus sells

Top 10 positions weight66.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202634 positions
SWSmurfit Westrock plc	$39M	9.88%	0.16%	+83.8%	Q3 2024
GDGeneral Dynamics Corp	$29.1M	7.37%	0.03%	+22.7%	Q2 2013
ULUnilever PLC	$27.6M	7.00%	0.02%	+399.0%	Q1 2026
KMBKimberly Clark Corp	$27.2M	6.88%	0.07%	Not reported	Q1 2018
AXPAmerican Express Co	$26.2M	6.63%	0.01%	+10.7%	Q1 2016
MDLZMondelez International, Inc.	$25.2M	6.38%	0.03%	Not reported	Q2 2013
YUMCYum China Holdings, Inc.	$23.9M	6.04%	0.17%	Not reported	Q1 2018
MSFTMicrosoft Corp	$23.4M	5.92%	0.00%	+54.8%	Q2 2013
EXEEXPAND ENERGY Corp	$23M	5.82%	0.11%	+0.9%	Q1 2025
PEPPepsico Inc	$18.3M	4.63%	0.01%	+114.6%	Q2 2013
XOMExxonMobil Holdings Corp	$14.2M	3.60%	0.00%	Not reported	Q2 2013
PGRProgressive Corp	$13.5M	3.43%	0.01%	Not reported	Q4 2025
KVUEKenvue Inc.	$11.6M	2.94%	0.03%	Not reported	Q4 2025
SJMJ M SMUCKER Co	$10.8M	2.74%	0.09%	-47.7%	Q1 2026
FANGDiamondback Energy, Inc.	$9.26M	2.35%	0.02%	+19.2%	Q1 2026
BABAAlibaba Group Holding Ltd	$8.74M	2.21%	0.00%	Not reported	Q1 2021
DISWalt Disney Co	$8.36M	2.12%	0.01%	New	Q2 2026
DDDuPont de Nemours, Inc.	$7.41M	1.88%	0.04%	0.0%	Q4 2019
SLBSLB Limited	$7.32M	1.85%	0.01%	-76.4%	Q4 2017
OTISOtis Worldwide Corp	$7.04M	1.78%	0.03%	+801.8%	Q2 2020
FLRFluor Corp	$5.66M	1.43%	0.08%	Not reported	Q4 2016
PSUSPershing Square USA, Ltd.	$5.26M	1.33%	Not reported	New	Q2 2026
HOGHarley-Davidson, Inc.	$4.6M	1.16%	0.18%	New	Q2 2026
OXYOccidental Petroleum Corp	$3.37M	0.85%	0.01%	+285.0%	Q2 2022
AMCRAmcor plc	$3.26M	0.82%	0.02%	New	Q2 2026
GLDSPDR Gold Trust	$2.39M	0.61%	0.00%	Not reported	Q1 2024
ASMLAsml Holding NV	$1.99M	0.50%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$1.72M	0.43%	0.00%	Not reported	Q2 2018
JPMJPMorgan Chase & Co	$1.64M	0.41%	0.00%	Not reported	Q3 2020
RTXRTX Corp	$1.33M	0.34%	0.00%	Not reported	Q2 2020
LHXL3harris Technologies, Inc.	$726K	0.18%	0.00%	New	Q2 2026
HALHalliburton Co	$679K	0.17%	0.00%	Not reported	Q2 2013
KHCKraft Heinz Co	$661K	0.17%	0.00%	Not reported	Q2 2018
METAMeta Platforms, Inc.	$487K	0.12%	Not reported	Not reported	Q4 2021
Q1 2026Reported May 13, 202631 positions
SLBSLB Limited	$34.3M	9.62%	0.04%	Not reported	Q4 2017
YUMCYum China Holdings, Inc.	$28.5M	7.99%	0.17%	Not reported	Q1 2018
EXEEXPAND ENERGY Corp	$27.4M	7.69%	0.10%	+96.2%	Q1 2025
MDLZMondelez International, Inc.	$25.1M	7.04%	0.03%	+10.4%	Q2 2013
KMBKimberly Clark Corp	$23.9M	6.70%	0.07%	-14.1%	Q1 2018
QCOMQualcomm Inc	$23M	6.45%	0.02%	+15.3%	Q2 2015
GDGeneral Dynamics Corp	$23M	6.44%	0.02%	Not reported	Q2 2013
AXPAmerican Express Co	$21.1M	5.93%	0.01%	+4560.0%	Q1 2016
SWSmurfit Westrock plc	$18.3M	5.13%	0.09%	+2.6%	Q3 2024
SJMJ M SMUCKER Co	$17.7M	4.97%	0.17%	New	Q1 2026
MSFTMicrosoft Corp	$15M	4.20%	0.00%	Not reported	Q2 2013
PGRProgressive Corp	$12.3M	3.45%	0.01%	+131.3%	Q4 2025
BABAAlibaba Group Holding Ltd	$11.4M	3.20%	0.00%	-4.2%	Q1 2021
KVUEKenvue Inc.	$10.5M	2.93%	0.03%	+69.6%	Q4 2025
PEPPepsico Inc	$9.78M	2.74%	0.00%	Not reported	Q2 2013
FANGDiamondback Energy, Inc.	$8.74M	2.45%	0.02%	New	Q1 2026
BHPBHP Group Ltd	$8.5M	2.38%	0.00%	Not reported	Q1 2022
ACNAccenture plc	$7.71M	2.16%	0.01%	New	Q1 2026
DDDuPont de Nemours, Inc.	$7.51M	2.11%	0.04%	+3.1%	Q4 2019
ULUnilever PLC	$5.25M	1.47%	0.00%	New	Q1 2026
SEESealed Air Corp	$5.03M	1.41%	0.08%	Not reported	Q1 2017
GLDSPDR Gold Trust	$2.8M	0.78%	0.00%	+32.7%	Q1 2024
JPMJPMorgan Chase & Co	$1.47M	0.41%	0.00%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$1.38M	0.39%	0.00%	Not reported	Q2 2018
RTXRTX Corp	$1.35M	0.38%	0.00%	Not reported	Q2 2020
ASMLAsml Holding NV	$1.32M	0.37%	0.00%	-23.1%	Q1 2025
OXYOccidental Petroleum Corp	$1.17M	0.33%	0.00%	Not reported	Q2 2022
OTISOtis Worldwide Corp	$840K	0.24%	0.00%	Not reported	Q2 2020
GISGeneral Mills Inc	$837K	0.23%	0.00%	-89.8%	Q4 2025
HALHalliburton Co	$780K	0.22%	0.00%	Not reported	Q2 2013
KHCKraft Heinz Co	$630K	0.18%	0.00%	-92.8%	Q2 2018
Q4 2025Reported Feb 11, 202628 positions
KMBKimberly Clark Corp	$29.1M	10.13%	0.09%	+11.0%	Q1 2018
YUMCYum China Holdings, Inc.	$27.9M	9.70%	0.17%	+0.8%	Q1 2018
QCOMQualcomm Inc	$26.5M	9.23%	0.01%	+1.6%	Q2 2015
SLBSLB Limited	$25.6M	8.92%	0.04%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$25.2M	8.76%	0.01%	+155.8%	Q2 2013
GDGeneral Dynamics Corp	$22.5M	7.84%	0.02%	-1.3%	Q2 2013
MDLZMondelez International, Inc.	$21.2M	7.39%	0.03%	+118.3%	Q2 2013
SWSmurfit Westrock plc	$17.3M	6.02%	0.09%	+88.4%	Q3 2024
EXEEXPAND ENERGY Corp	$14.1M	4.89%	0.05%	+23.9%	Q1 2025
BABAAlibaba Group Holding Ltd	$13.9M	4.85%	0.00%	Not reported	Q1 2021
GISGeneral Mills Inc	$10.2M	3.55%	0.04%	New	Q4 2025
KHCKraft Heinz Co	$9.43M	3.28%	0.03%	+75.2%	Q2 2018
BHPBHP Group Ltd	$7.05M	2.45%	0.00%	+27.1%	Q1 2022
DDDuPont de Nemours, Inc.	$6.39M	2.22%	0.04%	Not reported	Q4 2019
KVUEKenvue Inc.	$6.18M	2.15%	0.02%	New	Q4 2025
PGRProgressive Corp	$6.1M	2.12%	0.00%	New	Q4 2025
SEESealed Air Corp	$4.96M	1.73%	0.08%	Not reported	Q1 2017
RYAAYRyanair Holdings PLC	$2.53M	0.88%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$1.94M	0.68%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$1.61M	0.56%	0.00%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$1.5M	0.52%	0.00%	-88.4%	Q2 2018
ASMLAsml Holding NV	$1.39M	0.48%	0.00%	-93.1%	Q1 2025
RTXRTX Corp	$1.28M	0.45%	0.00%	Not reported	Q2 2020
OTISOtis Worldwide Corp	$952K	0.33%	0.00%	Not reported	Q2 2020
OXYOccidental Petroleum Corp	$740K	0.26%	0.00%	-85.5%	Q2 2022
GSKGSK plc	$588K	0.20%	0.00%	Not reported	Q1 2017
HALHalliburton Co	$565K	0.20%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$555K	0.19%	0.00%	Not reported	Q1 2016
Q3 2025Reported Nov 13, 202526 positions
KMBKimberly Clark Corp	$32.3M	11.95%	0.08%	+38.5%	Q1 2018
QCOMQualcomm Inc	$25.4M	9.39%	0.01%	+2.8%	Q2 2015
YUMCYum China Holdings, Inc.	$24.9M	9.20%	0.16%	+46.9%	Q1 2018
BBarrick Mining Corp	$24.1M	8.90%	0.04%	-44.3%	Q2 2025
GDGeneral Dynamics Corp	$23.1M	8.56%	0.03%	-12.9%	Q2 2013
SLBSLB Limited	$22.9M	8.49%	0.04%	+10.6%	Q4 2017
ASMLAsml Holding NV	$18.1M	6.70%	0.00%	+132.3%	Q1 2025
BABAAlibaba Group Holding Ltd	$17M	6.29%	0.00%	Not reported	Q1 2021
MDLZMondelez International, Inc.	$11.3M	4.18%	0.01%	+53.7%	Q2 2013
EXEEXPAND ENERGY Corp	$10.9M	4.04%	0.04%	+34.6%	Q1 2025
SWSmurfit Westrock plc	$10.1M	3.74%	0.05%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$10M	3.71%	0.00%	-70.0%	Q2 2018
XOMExxonMobil Holdings Corp	$9.22M	3.41%	0.00%	-33.3%	Q2 2013
OXYOccidental Petroleum Corp	$5.84M	2.16%	0.01%	Not reported	Q2 2022
KHCKraft Heinz Co	$5.78M	2.14%	0.02%	+10.5%	Q2 2018
BHPBHP Group Ltd	$5.12M	1.90%	0.00%	Not reported	Q1 2022
SEESealed Air Corp	$4.23M	1.56%	0.08%	-45.6%	Q1 2017
RYAAYRyanair Holdings PLC	$2.11M	0.78%	0.00%	-82.7%	Q4 2022
GLDSPDR Gold Trust	$1.74M	0.64%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$1.58M	0.58%	0.00%	Not reported	Q3 2020
RTXRTX Corp	$1.17M	0.43%	0.00%	Not reported	Q2 2020
OTISOtis Worldwide Corp	$997K	0.37%	0.00%	+21.1%	Q2 2020
INTCIntel Corp	$839K	0.31%	0.00%	Not reported	Q2 2023
GSKGSK plc	$518K	0.19%	0.00%	Not reported	Q1 2017
AXPAmerican Express Co	$498K	0.18%	0.00%	Not reported	Q1 2016
HALHalliburton Co	$492K	0.18%	0.00%	Not reported	Q2 2013

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