Holowesko Partners Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Holowesko Partners Ltd. reported 25 stock positions worth $218.3 million. Its top holding was Alphabet Class A (GOOGL) at 11.6% of the portfolio, followed by Qualcomm (QCOM, 10.4%) and Barrick Gold (B, 9.4%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 6 and reduced 5. The biggest buy was Qualcomm (QCOM, shares +1399%) and the biggest sale Ryanair Holdings PLC-SP ADR (RYAAY, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Nassau, C5
- CIK
- 0001428569
- Portfolio Value
- $218.3M (Q4 2024)
- SEC Filing
- 0001428569-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 25 stocks · $218.3M
| GOOGL Alphabet Inc. Class A | 11.61% | 133,800 | $25.3M | Add +2.2% |
| QCOM Qualcomm Inc. | 10.45% | 148,400 | $22.8M | Add +1399.0% |
| B Barrick Gold Corp. | 9.37% | 1,319,200 | $20.4M | Add +121.3% |
| KMB Kimberly-Clark Corp. | 9.21% | 153,400 | $20.1M | New |
| YUMC Yum China Holdings Inc. | 8.71% | 394,500 | $19.0M | No change |
| XOM Exxon Mobil Corp. | 7.48% | 151,800 | $16.3M | Reduce -15.8% |
| GD General Dynamics Corp. | 7.23% | 59,920 | $15.8M | Add +37.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 6.26% | 356,200 | $13.7M | Add +82.1% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.40% | 270,500 | $11.8M | Reduce -52.4% |
| BABA Alibaba Group Holding-SP ADR | 4.95% | 127,500 | $10.8M | No change |
| SW Smurfit Westrock PLC | 4.87% | 197,338 | $10.6M | No change |
| SEE Sealed Air Corp. | 3.41% | 220,100 | $7.4M | No change |
| OXY Occidental Petroleum Corp. | 2.34% | 103,190 | $5.1M | Reduce -40.0% |
| BHP BHP Group Ltd.-Spon ADR | 2.06% | 91,900 | $4.5M | No change |
| JPM JPMorgan Chase & Co. | 2.02% | 18,400 | $4.4M | No change |
| HES Hess Corp. | 1.22% | 20,000 | $2.7M | No change |
| GLD SPDR Gold Shares | 1.15% | 10,400 | $2.5M | Add +48.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,965 | $891K | No change |
| OTIS Otis Worldwide Corp. | 0.38% | 9,000 | $833K | No change |
| RTX RTX Corp. | 0.37% | 7,000 | $810K | No change |
| AXP American Express Co. | 0.33% | 2,400 | $712K | Reduce -33.3% |
| HAL Halliburton Co. | 0.25% | 20,000 | $544K | No change |
| INTC Intel Corp. | 0.23% | 25,000 | $501K | No change |
| GSK GSK PLC-Spon ADR | 0.19% | 12,000 | $406K | Reduce -76.9% |
| EMF Templeton Emerging Markets | 0.11% | 20,859 | $249K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -52.4% | 5.40% | −8.19 |
| XOM Exxon Mobil Corp. | Reduce -15.8% | 7.48% | −3.71 |
| MTCH Match Group Inc. | Sold out | 0.00% | −2.98 |
| OXY Occidental Petroleum Corp. | Reduce -40.0% | 2.34% | −2.35 |
| GSK GSK PLC-Spon ADR | Reduce -76.9% | 0.19% | −0.94 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.41 |
| AXP American Express Co. | Reduce -33.3% | 0.33% | −0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| QCOM Qualcomm Inc. | Add +1399.0% | 10.45% | +9.55 |
| KMB Kimberly-Clark Corp. | New | 9.21% | +9.21 |
| B Barrick Gold Corp. | Add +121.3% | 9.37% | +3.10 |
| SLB SLB Ltd. | Add +82.1% | 6.26% | +1.92 |
| GD General Dynamics Corp. | Add +37.7% | 7.23% | +0.28 |
| GLD SPDR Gold Shares | Add +48.6% | 1.15% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 11.61% | +0.12 |
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 |