In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Holowesko Partners Ltd. reported 26 stock positions worth $270.3 million . Its top holding was Kimberly-Clark (KMB) at 12.0% of the portfolio, followed by Qualcomm (QCOM, 9.4% ) and Yum China (YUMC, 9.2% ). Compared with Q2 2025, it opened 1 new position, sold out of 3, added to 9 and reduced 6. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +132% ) and the biggest sale Alphabet Class A (GOOGL, shares −70% ).
Location Nassau, C5
CIK 0001428569
Portfolio Value $270.3M (Q3 2025) Holdings 26 stocks · $270.3M 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 2025 KMB Kimberly-Clark Corp. 259,900 $32.3M Add +38.5% QCOM Qualcomm Inc. 152,600 $25.4M Add +2.8% YUMC Yum China Holdings Inc. 579,600 $24.9M Add +46.9% B Barrick Mining Corp. 734,400 $24.1M Reduce -44.3% GD General Dynamics Corp. 67,820 $23.1M Reduce -12.8% SLB SLB Ltd. filed as SCHLUMBERGER LTD 667,500 $22.9M Add +10.6% ASML ASML Holding NV-NY Reg SHS 18,700 $18.1M Add +132.3% BABA Alibaba Group Holding-SP ADR 95,100 $17.0M No change MDLZ Mondelez International Inc. Class A 180,800 $11.3M Add +53.7% EXE Expand Energy Corp. 102,800 $10.9M Add +34.5% SW Smurfit Westrock PLC 237,500 $10.1M New GOOGL Alphabet Inc. Class A 41,300 $10.0M Reduce -70.0% XOM Exxon Mobil Corp. 81,800 $9.2M Reduce -33.3% OXY Occidental Petroleum Corp. 123,700 $5.8M No change KHC The Kraft Heinz Co. 222,000 $5.8M Add +10.4% BHP BHP Group Ltd.-Spon ADR 91,900 $5.1M No change SEE Sealed Air Corp. 119,668 $4.2M Reduce -45.6% RYAAY Ryanair Holdings PLC-SP ADR 35,000 $2.1M Reduce -82.7% GLD SPDR Gold Shares 4,900 $1.7M No change JPM JPMorgan Chase & Co. 5,000 $1.6M No change RTX RTX Corp. 7,000 $1.2M No change OTIS Otis Worldwide Corp. 10,900 $997K Add +21.1% INTC Intel Corp. 25,000 $839K No change GSK GSK PLC-Spon ADR 12,000 $518K No change AXP American Express Co. 1,500 $498K No change HAL Halliburton Co. 20,000 $492K No change
Portfolio Sells Q2 2025 → Q3 2025 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 2025 % Of Portfolio Change To Portfolio ▲ GOOGL Alphabet Inc. Class A Reduce -70.0% 3.71% −5.32 TOL Toll Brothers Inc. Sold out 0.00% −4.98 RYAAY Ryanair Holdings PLC-SP ADR Reduce -82.7% 0.78% −3.57 PHM Pultegroup Inc. Sold out 0.00% −2.60 XOM Exxon Mobil Corp. Reduce -33.3% 3.41% −1.52 B Barrick Mining Corp. Reduce -44.3% 8.90% −1.34 SEE Sealed Air Corp. Reduce -45.6% 1.56% −0.98 BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.08 GD General Dynamics Corp. Reduce -12.8% 8.56% +0.09
Portfolio Buys Q2 2025 → Q3 2025 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 2025 % Of Portfolio Change To Portfolio ▼ ASML ASML Holding NV-NY Reg SHS Add +132.3% 6.70% +4.29 SW Smurfit Westrock PLC New 3.74% +3.74 KMB Kimberly-Clark Corp. Add +38.5% 11.95% +2.93 YUMC Yum China Holdings Inc. Add +46.9% 9.20% +2.63 MDLZ Mondelez International Inc. Class A Add +53.7% 4.18% +1.22 SLB SLB Ltd. Add +10.6% 8.49% +0.88 EXE Expand Energy Corp. Add +34.5% 4.04% +0.71 QCOM Qualcomm Inc. Add +2.8% 9.39% +0.58 KHC The Kraft Heinz Co. Add +10.4% 2.14% +0.20 OTIS Otis Worldwide Corp. Add +21.1% 0.37% +0.04
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 400,000 $32.3Mbefore 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