In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Holowesko Partners Ltd. reported 26 stock positions worth $189.0 million . Its top holding was Ryanair Holdings PLC-SP ADR (RYAAY) at 13.6% of the portfolio, followed by Alphabet Class A (GOOGL, 11.5% ) and Exxon Mobil (XOM, 11.2% ). Compared with Q2 2024, it opened 3 new positions, added to 3 and reduced 8. The biggest buy was Yum China (YUMC, shares +65% ) and the biggest sale American Express (AXP, shares −94% ).
Location Nassau, C5
CIK 0001428569
Portfolio Value $189.0M (Q3 2024) Holdings 26 stocks · $189.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 RYAAY Ryanair Holdings PLC-SP ADR 568,499 $25.7M Add +183.7% GOOGL Alphabet Inc. Class A 130,900 $21.7M Reduce -5.8% XOM Exxon Mobil Corp. 180,373 $21.1M No change YUMC Yum China Holdings Inc. 394,500 $17.8M Add +65.4% BABA Alibaba Group Holding-SP ADR 127,500 $13.5M No change GD General Dynamics Corp. 43,520 $13.2M No change B Barrick Gold Corp. 596,000 $11.9M No change SW Smurfit Westrock PLC 197,338 $9.8M New OXY Occidental Petroleum Corp. 172,000 $8.9M Reduce -20.7% SLB SLB Ltd. filed as SCHLUMBERGER LTD 195,600 $8.2M New SEE Sealed Air Corp. 220,100 $8.0M No change BHP BHP Group Ltd.-Spon ADR 91,900 $5.7M No change MTCH Match Group Inc. 148,800 $5.6M New JPM JPMorgan Chase & Co. 18,400 $3.9M Reduce -21.4% HES Hess Corp. 20,000 $2.7M No change GSK GSK PLC-Spon ADR 52,000 $2.1M No change GLD SPDR Gold Shares 7,000 $1.7M No change QCOM Qualcomm Inc. 9,900 $1.7M Add +32.0% AXP American Express Co. 3,600 $976K Reduce -93.9% OTIS Otis Worldwide Corp. 9,000 $935K No change BRK.B Berkshire Hathaway Inc. Class B 1,965 $904K No change RTX RTX Corp. 7,000 $848K Reduce -26.3% TSM Taiwan Semiconductor-SP ADR 4,500 $782K Reduce -50.0% INTC Intel Corp. 25,000 $587K No change HAL Halliburton Co. 20,000 $581K Reduce -93.3% EMF Templeton Emerging Markets 20,859 $282K Reduce -74.5%
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ AXP American Express Co. Reduce -93.9% 0.52% −7.21 HAL Halliburton Co. Reduce -93.3% 0.31% −5.33 OXY Occidental Petroleum Corp. Reduce -20.7% 4.69% −3.02 GOOGL Alphabet Inc. Class A Reduce -5.8% 11.49% −2.77 JPM JPMorgan Chase & Co. Reduce -21.4% 2.05% −0.61 TSM Taiwan Semiconductor-SP ADR Reduce -50.0% 0.41% −0.47 EMF Templeton Emerging Markets Reduce -74.5% 0.15% −0.42 RTX RTX Corp. Reduce -26.3% 0.45% −0.09
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ YUMC Yum China Holdings Inc. Add +65.4% 9.40% +5.25 SW Smurfit Westrock PLC New 5.16% +5.16 SLB SLB Ltd. New 4.34% +4.34 MTCH Match Group Inc. New 2.98% +2.98 RYAAY Ryanair Holdings PLC-SP ADR Add +183.7% 13.59% +0.44 QCOM Qualcomm Inc. Add +32.0% 0.89% +0.05
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ GOOGL Alphabet Inc. Class A put Sold out 54,800 $10.0Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 34 $395.0M SW, GD, UL, KMB, AXP Q1 2026 31 $356.7M SLB, YUMC, EXE, MDLZ, KMB Q4 2025 28 $287.3M KMB, YUMC, QCOM, SLB, XOM Q3 2025 26 $270.3M KMB, QCOM, YUMC, B, GD Q2 2025 28 $268.2M B, GOOGL, KMB, QCOM, GD Q1 2025 29 $267.6M B, SLB, KMB, QCOM, GD Q4 2024 25 $218.3M GOOGL, QCOM, B, KMB, YUMC Q3 2024 26 $189.0M RYAAY, GOOGL, XOM, YUMC, BABA Q2 2024 23 $177.5M GOOGL, RYAAY, XOM, AXP, OXY Q1 2024 26 $244.6M GOOGL, FCX, GD, WFC, XOM