Holowesko Partners Ltd. Portfolio Holdings

Holowesko Partners Ltd.

  • $234 Million
  • Q3 2025

Holowesko Partners Ltd. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kimberly Clark Corp with a value of $32.3M, Qualcomm Inc with a value of $25.4M, Yum China Holdings, Inc. with a value of $24.9M, General Dynamics Corp with a value of $23.1M, and Schlumberger Limited with a value of $22.9M.

Examining the 13F form we can see an decrease of $36.6M in the current position value, from $270M to 234M.

Holowesko Partners Ltd. is based out at Nassau, C5

Below you can find more details about Holowesko Partners Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
Consumer Defensive: $49.4 Million
Energy: $47.3 Million
Consumer Cyclical: $46.1 Million
Technology: $44.3 Million
Industrials: $27.4 Million
Communication Services: $10 Million
Basic Materials: $5.12 Million
Financial Services: $2.08 Million
Other: $1.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.1B
$32.3 Million 13.84% of portfolio
259,900
Q3 2025 Added 38.47%
$187B
$25.4 Million 10.87% of portfolio
152,600
Q3 2025 Added 2.83%
$19.3B
$24.9 Million 10.65% of portfolio
579,600
Q3 2025 Added 46.92%
$94.5B
$23.1 Million 9.9% of portfolio
67,820
Q3 2025 Reduced 12.85%
$52.4B
$22.9 Million 9.82% of portfolio
667,500
Q3 2025 Added 10.6%
$405B
$18.1 Million 7.75% of portfolio
18,700
Q3 2025 Added 132.3%
$418B
$17 Million 7.28% of portfolio
95,100
Q1 2025 Reduced 25.41%
$76.2B
$11.3 Million 4.84% of portfolio
180,800
Q3 2025 Added 53.74%
$1.65T
$10 Million 4.3% of portfolio
41,300
Q3 2025 Reduced 69.96%
$490B
$9.22 Million 3.95% of portfolio
81,800
Q3 2025 Reduced 33.28%
$10.4B
$8.81 Million 3.77% of portfolio
102,800
Q3 2025 Added 34.55%
$39.8B
$5.84 Million 2.5% of portfolio
123,700
Q1 2025 Added 19.88%
$30.4B
$5.78 Million 2.48% of portfolio
222,000
Q3 2025 Added 10.45%
$138B
$5.12 Million 2.19% of portfolio
91,900
Q2 2023 Added 99.78%
$6.29B
$4.23 Million 1.81% of portfolio
119,668
Q3 2025 Reduced 45.63%
$14.3B
$2.11 Million 0.9% of portfolio
35,000
Q3 2025 Reduced 82.72%
$881B
$1.58 Million 0.68% of portfolio
5,000
Q1 2025 Reduced 72.83%
$258B
$1.17 Million 0.5% of portfolio
7,000
Q3 2024 Reduced 26.32%
$37B
$996,000 0.43% of portfolio
10,900
Q3 2025 Added 21.11%
$143B
$838,000 0.36% of portfolio
25,000
Q2 2023 New
$24.8B
$492,000 0.21% of portfolio
20,000
Q3 2024 Reduced 93.25%
$255B
$498,000 0.21% of portfolio
1,500
Q1 2025 Reduced 37.5%
Gsk PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 76.92%
Barrick Gold Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 44.33%
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $234 Million
  • Prior Value $270 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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