Holowesko Partners Ltd.: 13F holdings
CIK 14285692026Q2
| Positions | 34 |
|---|
| Reported value | $395.0m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 34 (+3 vs prior quarter) |
|---|
| Reported value | $395.0m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SMURFIT WESTROCK PLC | 844,000 | $39.0m | 9.9% |
| GD GENERAL DYNAMICS CORP | 82,120 | $29.1m | 7.4% |
| UL UNILEVER PLC | 459,600 | $27.6m | 7.0% |
| KMB KIMBERLY-CLARK CORP | 247,700 | $27.2m | 6.9% |
| AXP AMERICAN EXPRESS CO | 77,400 | $26.2m | 6.6% |
| MDLZ MONDELEZ INTL INC | 435,700 | $25.2m | 6.4% |
| YUMC YUM CHINA HLDGS INC | 584,100 | $23.9m | 6.0% |
| MSFT MICROSOFT CORP | 62,680 | $23.4m | 5.9% |
| EXE EXPAND ENERGY CORPORATION | 252,300 | $23.0m | 5.8% |
| PEP PEPSICO INC | 135,200 | $18.3m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1428569")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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