Investor
Holowesko Partners Ltd.
CIK 0001428569 · filed 2026-05-13 · SEC filing
13F book
$356.7M
Positions
31
6 new · 3 sold
Largest name
9.6%
Slb Limited/Nv · SLB
Est. mark
$4.13M
Price effect on 25 names still held. Flow $65.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Slb Limited/Nv | SLB | 667.5K | $34.3M | 9.6% | $8.68M | Held |
| Yum China Hldgs Inc | — | 584.1K | $28.5M | 8.0% | $607.5K | Held |
| EXPAND ENERGY Corp | EXE | 250K | $27.4M | 7.7% | −$73.9K | Added$13.4M |
| Mondelez Intl Inc | — | 435.7K | $25.1M | 7.0% | $1.5M | Added$3.87M |
| Kimberly Clark Corp | KMB | 247.7K | $23.9M | 6.7% | −$1.09M | Cut−$5.2M |
| Qualcomm Inc | — | 178.7K | $23M | 6.5% | −$6.55M | Added−$3.5M |
| General Dynamics Corp | GD | 66.9K | $23M | 6.4% | $439K | Held |
| American Express Co | AXP | 69.9K | $21.1M | 5.9% | −$101.2K | Added$20.6M |
| Smurfit Westrock Plc | SW | 459.2K | $18.3M | 5.1% | $528K | Added$994.3K |
| Smucker J M Co | — | 183.8K | $17.7M | 5.0% | — | New |
| Microsoft Corp | MSFT | 40.5K | $15M | 4.2% | — | New |
| Progressive Corp | — | 62K | $12.3M | 3.4% | −$790.1K | Added$6.19M |
| Alibaba Group Hldg Ltd | — | 91.1K | $11.4M | 3.2% | −$1.92M | Cut−$2.51M |
| Kenvue Inc. | KVUE | 607K | $10.5M | 2.9% | −$3.58K | Added$4.29M |
| Pepsico Inc | PEP | 63K | $9.78M | 2.7% | — | New |
| Diamondback Energy, Inc. | FANG | 44.2K | $8.74M | 2.5% | — | New |
| Bhp Group Ltd | — | 116.8K | $8.5M | 2.4% | $1.44M | Held |
| Accenture Plc Ireland | — | 38.9K | $7.71M | 2.2% | — | New |
| DuPont de Nemours, Inc. | DD | 164K | $7.51M | 2.1% | $890.4K | Added$1.12M |
| Unilever Plc | — | 92.1K | $5.25M | 1.5% | — | New |
| Sealed Air Corp New | — | 119.7K | $5.03M | 1.4% | $74.2K | Held |
| Spdr Gold Tr | — | 6.5K | $2.8M | 0.8% | $166.5K | Added$855K |
| Jpmorgan Chase & Co. | — | 5K | $1.47M | 0.4% | −$140.3K | Held |
| Alphabet Inc | — | 4.8K | $1.38M | 0.4% | −$122.1K | Held |
| RTX Corp | RTX | 7K | $1.35M | 0.4% | $66.5K | Held |
| Asml Holding N V | — | 1K | $1.32M | 0.4% | $251K | Cut−$70K |
| Occidental Pete Corp | — | 18K | $1.17M | 0.3% | $429.8K | Held |
| Otis Worldwide Corp | OTIS | 10.9K | $840.2K | 0.2% | −$111.9K | Held |
| General Mls Inc | GIS | 22.5K | $837.5K | 0.2% | −$208.8K | Cut−$9.37M |
| Halliburton Co | HAL | 20K | $779.8K | 0.2% | $214.6K | Held |
| Kraft Heinz Co | KHC | 28K | $629.7K | 0.2% | −$49.3K | Cut−$8.8M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.