Holowesko Partners Ltd.
CIK 1428569 · Holdings on Jun 30, 2025 · First reported Aug 12, 2025
Top ten holdings
Q2 2025- B10.24%
- GOOGL9.03%
- KMB9.02%
- QCOM8.81%
- GD8.46%
- SLB7.61%
- YUMC6.58%
- TOL4.98%
- EXMOC4.93%
- RYAAY4.35%
Share classes counted separately74.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SLBWeight decreased · -1.82 pp9.43% → 7.61%Shares 0 (0.00%)
- GOOGLWeight increased · +1.52 pp7.51% → 9.03%Shares +7.60K (+5.85%)
- YUMCWeight decreased · -1.09 pp7.67% → 6.58%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BBARRICK MINING CORP View history and evidence | $27.47M | 10.24% | 1.32M shares | Prior unavailable +1.32M | New | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $24.23M | 9.03% | 137.50K shares | 7.51% → 9.03%+1.52 pp +7.60K (+5.85%) | Added | ↗▾ |
| 03 | KMBKIMBERLY-CLARK CORP View history and evidence | $24.20M | 9.02% | 187.70K shares | 8.57% → 9.02%+0.45 pp +26.50K (+16.44%) | Added | ↗▾ |
| 04 | QCOMQUALCOMM INC View history and evidence | $23.63M | 8.81% | 148.40K shares | 8.52% → 8.81%+0.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | GDGENERAL DYNAMICS CORP View history and evidence | $22.70M | 8.46% | 77.82K shares | 7.93% → 8.46%+0.53 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | SLBSLB LTDCOM STK View history and evidence | $20.40M | 7.61% | 603.50K shares | 9.43% → 7.61%-1.82 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | YUMCYUM CHINA HOLDINGS INC View history and evidence | $17.64M | 6.58% | 394.50K shares | 7.67% → 6.58%-1.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | TOLTOLL BROTHERS INC View history and evidence | $13.36M | 4.98% | 117.10K shares | 4.62% → 4.98%+0.36 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $13.22M | 4.93% | 122.60K shares | 5.45% → 4.93%-0.52 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | RYAAYRYANAIR HOLDINGS PLC-SP ADRSPONSORED ADR View history and evidence | $11.68M | 4.35% | 202.50K shares | 4.28% → 4.35%+0.07 pp -68.00K (-25.14%) | Reduced | ↗▾ |
Options overlay 1
$32.26M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | Put | 400.00K | $32.26M | +400.00K | ▾ |
1 / 1 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| B BARRICK GOLD CORP | Non-derivative | -1,319,200 | -$25.65M | SEC filing ↗ | SEC filing ↗ |
| EMF TEMPLETON EMERGING MARKETS | Non-derivative | -20,859 | -$268.04K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1428569 · Period Jun 30, 2025
Data loaded Oct 15, 2026 · First reported Aug 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 300469213
}Take these holdings further.
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