Holowesko Partners Ltd.

Est. AUM

$356.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SLB LTD CMN	COM	$34.3M	667500	9.62%	SOLE
2	YUM CHINA HLDGS INC	COM	$28.5M	584100	7.99%	SOLE
3	EXPAND ENERGY CORPORATION	COM	$27.4M	250000	7.69%	SOLE
4	MONDELEZ INTL INC	COM	$25.1M	435700	7.04%	SOLE
5	KIMBERLY-CLARK CORP	COM	$23.9M	247700	6.70%	SOLE
6	QUALCOMM INC	COM	$23.0M	178700	6.45%	SOLE
7	GENERAL DYNAMICS CORP	COM	$23.0M	66920	6.44%	SOLE
8	AMERICAN EXPRESS CO	COM	$21.1M	69900	5.93%	SOLE
9	SMURFIT WESTROCK PLC	SHS	$18.3M	459200	5.13%	SOLE
10	J. M. SMUCKER COMPANY (THE) CMN	COM	$17.7M	183800	4.97%	SOLE
11	MICROSOFT CORPORATION CMN	COM	$15.0M	40500	4.20%	SOLE
12	THE PROGRESSIVE CORPORATION CMN	COM	$12.3M	62000	3.45%	SOLE
13	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$11.4M	91100	3.20%	SOLE
14	KENVUE INC. CMN	COM	$10.5M	607000	2.93%	SOLE
15	PEPSICO, INC. CMN	COM	$9.8M	63000	2.74%	SOLE
16	DIAMONDBACK ENERGY INC CMN	COM	$8.7M	44200	2.45%	SOLE
17	BHP GROUP LTD	SPONSORED ADS	$8.5M	116800	2.38%	SOLE
18	ACCENTURE PLC CMN CLASS A	COM	$7.7M	38900	2.16%	SOLE
19	DUPONT DE NEMOURS INC	COM	$7.5M	164000	2.11%	SOLE
20	UNILEVER PLC SPONSORED ADR CMN	COM	$5.2M	92100	1.47%	SOLE
21	SEALED AIR CORP NEW	COM	$5.0M	119668	1.41%	SOLE
22	SPDR GOLD TR	GOLD SHS	$2.8M	6500	0.78%	SOLE
23	JPMORGAN CHASE & CO.	COM	$1.5M	5000	0.41%	SOLE
24	ALPHABET INC	CAP STK CL A	$1.4M	4800	0.39%	SOLE
25	RTX CORPORATION	COM	$1.4M	7000	0.38%	SOLE
26	ASML HOLDING N V	N Y REGISTRY SHS	$1.3M	1000	0.37%	SOLE
27	OCCIDENTAL PETE CORP	COM	$1.2M	18000	0.33%	SOLE
28	OTIS WORLDWIDE CORP	COM	$840K	10900	0.24%	SOLE
29	GENERAL MILLS INC CMN	COM	$837K	22500	0.23%	SOLE
30	HALLIBURTON CO	COM	$780K	20000	0.22%	SOLE
31	THE KRAFT HEINZ CO CMN	COM	$630K	28000	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.