$177 Million is the total value of Holowesko Partners Ltd.'s 29 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $20,065,000 | -11.6% | 177,600 | 0.0% | 11.31% | -4.9% | |
| WFC | WELLS FARGO CO NEW | $19,796,000 | +2.7% | 492,181 | 0.0% | 11.16% | +10.5% | |
| YUMC | YUM CHINA HLDGS INC | $14,767,000 | -2.4% | 312,000 | 0.0% | 8.32% | +5.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $9,911,000 | -29.6% | 123,900 | 0.0% | 5.59% | -24.3% | |
| OXY | OCCIDENTAL PETE CORP | $9,586,000 | +4.4% | 156,000 | 0.0% | 5.40% | +12.3% | |
| WRK | WESTROCK CO | $7,407,000 | -22.5% | 239,800 | 0.0% | 4.18% | -16.6% | |
| SEE | SEALED AIR CORP NEW | $6,294,000 | -22.9% | 141,400 | 0.0% | 3.55% | -17.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $5,329,000 | -14.8% | 65,100 | 0.0% | 3.00% | -8.4% | |
| GD | GENERAL DYNAMICS CORP | $5,283,000 | -4.1% | 24,900 | 0.0% | 2.98% | +3.2% | |
| BHP | BHP GROUP LTDsponsored ads | $3,002,000 | -10.9% | 60,000 | 0.0% | 1.69% | -4.2% | |
| OTIS | OTIS WORLDWIDE CORP | $1,212,000 | -9.8% | 19,000 | 0.0% | 0.68% | -3.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,059,000 | -2.2% | 3,965 | 0.0% | 0.60% | +5.1% | |
| GDX | VANECK GOLD MINERS ETF ETFetf | $837,000 | -11.9% | 34,700 | 0.0% | 0.47% | -5.2% | |
| JD | JD.COM INCspon adr cl a | $679,000 | -21.7% | 13,500 | 0.0% | 0.38% | -15.6% | |
| XOM | EXXON MOBIL CORP | $629,000 | +1.9% | 7,200 | 0.0% | 0.36% | +9.9% | |
| SK TELECOM CO LTDsponsored adr | $462,000 | -13.6% | 23,990 | 0.0% | 0.26% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WELLS FARGO CO NEW | 42 | Q3 2023 | 11.2% |
| EXXON MOBIL CORPORATION CMN | 39 | Q4 2022 | 12.8% |
| JOHNSON & JOHNSON CMN | 35 | Q1 2022 | 12.2% |
| QUALCOMM INC | 34 | Q3 2023 | 14.5% |
| GENERAL DYNAMICS CORP | 33 | Q3 2023 | 6.9% |
| JD.COM, INC. SPONSORED ADR CMN | 32 | Q3 2023 | 6.9% |
| VANECK VECTORS ETF TR | 30 | Q3 2023 | 1.2% |
| SEALED AIR CORP NEW | 27 | Q3 2023 | 10.0% |
| CHINA MOBILE LIMITED | 27 | Q4 2019 | 2.1% |
| TAIWAN SEMICONDUCTOR MFG LTD | 26 | Q3 2023 | 10.0% |
View Holowesko Partners Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View Holowesko Partners Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.