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Size ($ in 1000's)
At 12/31/2023: $298,615
At 09/30/2023: $236,991
Holowesko Partners Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Holowesko Partners Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Holowesko Partners Ltd. top holdings by largest position size, as per the latest 13f filing made by Holowesko Partners Ltd..
In the Holowesko Partners Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Holowesko Partners Ltd. in that top holding, then the share count change between reporting periods, and finally the Holowesko Partners Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TAIWAN SEMICONDUCTOR MFG LTD |
240,800 |
UNCH |
$25,043 | | TSM | 240,800 | UNCH | $25,043 |  QUALCOMM INC |
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$24,096 | | QCOM | 241,600 | UNCH | $34,943 | | Put | 750 | +750 | $10,847 | | FREEPORT MCMORAN INC |
518,100 |
UNCH |
$22,056 | | FCX | 518,100 | UNCH | $22,056 | | GENERAL DYNAMICS CORP |
81,020 |
+7,270 |
$21,038 | | GD | 81,020 | +7,270 | $21,038 | | ALPHABET INC |
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$15,268 | | GOOGL | 149,400 | -5,800 | $20,870 | | Put | 401 | -401 | $5,602 | | WELLS FARGO CO NEW |
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$14,913 | | WFC | 397,981 | UNCH | $19,589 | | Put | 950 | +950 | $4,676 | | RYANAIR HOLDINGS PLC |
108,500 |
UNCH |
$14,470 | | RYAAY | 108,500 | UNCH | $14,470 | | AMERICAN EXPRESS CO |
74,200 |
UNCH |
$13,901 | | AXP | 74,200 | UNCH | $13,901 | | BARRICK GOLD CORP |
759,000 |
UNCH |
$13,730 | | GOLD | 759,000 | UNCH | $13,730 | | OCCIDENTAL PETE CORP |
210,000 |
+4,000 |
$12,539 | | OXY | 210,000 | +4,000 | $12,539 | | JPMORGAN CHASE & CO |
72,100 |
UNCH |
$12,264 | | JPM | 72,100 | UNCH | $12,264 | | YUM CHINA HLDGS INC |
232,700 |
+36,600 |
$9,873 | | YUMC | 232,700 | +36,600 | $9,873 | | ALIBABA GROUP HLDG LTD |
125,000 |
+114,000 |
$9,689 | | BABA | 125,000 | +114,000 | $9,689 | | PETROLEO BRASILEIRO SA PETRO |
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$8,694 | | PBR.A | 569,000 | UNCH | $8,694 | | SEALED AIR CORP NEW |
220,100 |
UNCH |
$8,038 | | SEE | 220,100 | UNCH | $8,038 | | EXXON MOBIL CORP |
71,000 |
+71,000 |
$7,099 | | XOM | 71,000 | +71,000 | $7,099 | | BHP GROUP LTD |
91,900 |
UNCH |
$6,278 | | BHP | 91,900 | UNCH | $6,278 | | HALLIBURTON CO |
153,500 |
UNCH |
$5,549 | | HAL | 153,500 | UNCH | $5,549 | | GSK PLC |
52,000 |
UNCH |
$1,927 | | GSK | 52,000 | UNCH | $1,927 | | VANECK ETF TRUST (GDX) |
54,700 |
UNCH |
$1,696 | | GDX | 54,700 | UNCH | $1,696 | | BERKSHIRE HATHAWAY INC DEL |
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$1,414 | | BRK.B | 3,965 | UNCH | $1,414 | | INTEL CORP |
25,000 |
UNCH |
$1,256 | | INTC | 25,000 | UNCH | $1,256 | | PIONEER NAT RES CO |
5,200 |
+5,200 |
$1,169 | | PXD | 5,200 | +5,200 | $1,169 | | THE CIGNA GROUP |
3,200 |
UNCH |
$958 | | CI | 3,200 | UNCH | $958 | | TEMPLETON EMERGING MKTS FD |
81,633 |
UNCH |
$953 | | EMF | 81,633 | UNCH | $953 | | META PLATFORMS INC |
2,400 |
UNCH |
$850 | | META | 2,400 | UNCH | $850 | | OTIS WORLDWIDE CORP |
9,000 |
UNCH |
$805 | | OTIS | 9,000 | UNCH | $805 |
See Full List: All Stocks Held By Holowesko Partners Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Holowesko Partners Ltd.
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