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Holowesko Partners Ltd.
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $394,978,730
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SMURFIT WESTROCK PLC · SHS · G8267P108 · shares: $39,043,440
- GENERAL DYNAMICS CORP · COM · 369550108 · shares: $29,090,189
- UNILEVER PLC · SPON ADR NEW · 904767803 · shares: $27,631,152
- KIMBERLY-CLARK CORP · COM · 494368103 · shares: $27,190,029
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $26,180,550
- MONDELEZ INTL INC · COM · 609207105 · shares: $25,200,888
- YUM CHINA HLDGS INC · COM · 98850P109 · shares: $23,872,167
- MICROSOFT CORP · COM · 594918104 · shares: $23,380,894
- EXPAND ENERGY CORPORATION · COM · 165167735 · shares: $23,007,237
- PEPSICO INC · COM · 713448108 · shares: $18,306,080
Reported holdings
34 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 844,000 shares | $39,043,440 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 82,120 shares | $29,090,189 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 459,600 shares | $27,631,152 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 247,700 shares | $27,190,029 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 77,400 shares | $26,180,550 |
| MONDELEZ INTL INC | COM | 609207105 | — | 435,700 shares | $25,200,888 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 584,100 shares | $23,872,167 |
| MICROSOFT CORP | COM | 594918104 | — | 62,680 shares | $23,380,894 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 252,300 shares | $23,007,237 |
| PEPSICO INC | COM | 713448108 | — | 135,200 shares | $18,306,080 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 104,000 shares | $14,218,880 |
| PROGRESSIVE CORP | COM | 743315103 | — | 62,000 shares | $13,543,900 |
| KENVUE INC | COM | 49177J102 | — | 607,000 shares | $11,599,770 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 96,100 shares | $10,811,250 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 52,700 shares | $9,263,606 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 91,100 shares | $8,743,778 |
| DISNEY WALT CO | COM | 254687106 | — | 86,900 shares | $8,364,125 |
| DUPONT DE NEMOURS INC | COM | 26614N201 | — | 54,665 shares | $7,414,761 |
| SLB LIMITED | COM STK | 806857108 | — | 157,500 shares | $7,322,175 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 98,300 shares | $7,038,280 |
| FLUOR CORP | COM | 343412102 | — | 108,000 shares | $5,658,120 |
| PERSHING SQUARE USA LTD | COM SHS | 71531T105 | — | 140,700 shares | $5,259,366 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 188,000 shares | $4,598,480 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 69,300 shares | $3,365,901 |
| AMCOR PLC | COM NEW | G0250X149 | — | 75,100 shares | $3,255,585 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 6,500 shares | $2,394,470 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | — | 1,000 shares | $1,989,440 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,800 shares | $1,715,376 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 5,000 shares | $1,636,650 |
| RTX CORPORATION | COM | 75513E101 | — | 7,000 shares | $1,328,110 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 2,500 shares | $726,475 |
| HALLIBURTON CO | COM | 406216101 | — | 20,000 shares | $679,000 |
| KRAFT HEINZ CO | COM | 500754106 | — | 28,000 shares | $661,360 |
| META PLATFORMS INC | CL A | 30303M102 | — | 865 shares | $487,246 |