Holowesko Partners Ltd.
Holowesko Partners Ltd. reported 34 holdings worth US$395M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Holowesko Partners Ltd. reported 34 holdings worth US$395M as of Jun 30, 2026. Largest: General Dynamics Corporation, Unilever Plc and Kimberly-clark Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$395M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| General Dynamics Corporation | 82,120 | US$29.1M | 7.4% |
| Unilever Plc | 460K | US$27.6M | 7.0% |
| Kimberly-clark Corporation | 248K | US$27.2M | 6.9% |
| American Express Company | 77,400 | US$26.2M | 6.6% |
| Mondelez International, Inc. | 436K | US$25.2M | 6.4% |
| Yum China Holdings, Inc. | 584K | US$23.9M | 6.0% |
| Microsoft Corp. | 62,680 | US$23.4M | 5.9% |
| Expand Energy Corporation | 252K | US$23M | 5.8% |
| Pepsico, Inc. | 135K | US$18.3M | 4.6% |
| Exxon Mobil Corporation | 104K | US$14.2M | 3.6% |
| Progressive Corporation (the) | 62,000 | US$13.5M | 3.4% |
| Kenvue Inc. | 607K | US$11.6M | 2.9% |
| The J.m. Smucker Company | 96,100 | US$10.8M | 2.7% |
| Diamondback Energy, Inc. | 52,700 | US$9.26M | 2.3% |
| Walt Disney Company (the) | 86,900 | US$8.36M | 2.1% |
| Otis Worldwide Corporation | 98,300 | US$7.04M | 1.8% |
| Fluor Corporation | 108K | US$5.66M | 1.4% |
| Pershing Square Usa, Ltd. | 141K | US$5.26M | 1.3% |
| Harley-davidson, Inc. | 188K | US$4.6M | 1.2% |
| Occidental Petroleum Corporation | 69,300 | US$3.37M | 0.85% |
| Asml Holding Nv | 1,000 | US$1.99M | 0.50% |
| Alphabet Inc (google) Class C | 4,800 | US$1.72M | 0.43% |
| Jp Morgan Chase & Co. | 5,000 | US$1.64M | 0.41% |
| Rtx Corporation | 7,000 | US$1.33M | 0.34% |
| L3harris Technologies, Inc. | 2,500 | US$726K | 0.18% |
| Halliburton Company | 20,000 | US$679K | 0.17% |
| The Kraft Heinz Company | 28,000 | US$661K | 0.17% |
| Meta Platforms, Inc. | 865 | US$487K | 0.12% |
| Bhp Group Ltd | 0 | US$0 | 0.00% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| General Mills, Inc. | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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