$229 Million is the total value of Holowesko Partners Ltd.'s 27 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $6,130,250 | -10.9% | 108,500 | 0.0% | 2.68% | -25.7% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $6,034,336 | +0.0% | 61,600 | 0.0% | 2.64% | -16.6% | |
| GSK PLCsponsored adr | $1,853,280 | +0.2% | 52,000 | 0.0% | 0.81% | -16.5% | ||
| GDX | VANECK ETF TRUSTgold miners etf | $1,647,017 | -6.9% | 54,700 | 0.0% | 0.72% | -22.5% | |
| EMF | TEMPLETON EMERGING MKTS FD | $1,598,400 | +1.2% | 135,000 | 0.0% | 0.70% | -15.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,352,065 | +10.4% | 3,965 | 0.0% | 0.59% | -8.1% | |
| SK TELECOM LTDsponsored adr | $936,285 | -4.9% | 47,990 | 0.0% | 0.41% | -20.7% | ||
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $916,850 | -18.4% | 11,000 | 0.0% | 0.40% | -32.0% | |
| CI | THE CIGNA GROUP | $897,920 | +9.8% | 3,200 | 0.0% | 0.39% | -8.4% | |
| OTIS | OTIS WORLDWIDE CORP | $801,090 | +5.5% | 9,000 | 0.0% | 0.35% | -12.3% | |
| JD | JD.COM INCspon adr cl a | $460,755 | -22.2% | 13,500 | 0.0% | 0.20% | -35.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-05-13 |
| 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 |
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.