Holowesko Partners Ltd.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SLB LTD CMN | 0 | 667,500 | +667,500 | 0 | 34,302,825 | +34,302,825 |
| AMERICAN EXPRESS CO | 0 | 69,900 | +69,900 | 0 | 21,143,352 | +21,143,352 |
| J. M. SMUCKER COMPANY (THE) CMN | 0 | 183,800 | +183,800 | 0 | 17,725,672 | +17,725,672 |
| MICROSOFT CORPORATION CMN | 0 | 40,500 | +40,500 | 0 | 14,991,885 | +14,991,885 |
| EXPAND ENERGY CORPORATION | 0 | 250,000 | +250,000 | 0 | 27,445,000 | +27,445,000 |
| PEPSICO, INC. CMN | 0 | 63,000 | +63,000 | 0 | 9,783,270 | +9,783,270 |
| DIAMONDBACK ENERGY INC CMN | 0 | 44,200 | +44,200 | 0 | 8,742,318 | +8,742,318 |
| ACCENTURE PLC CMN CLASS A | 0 | 38,900 | +38,900 | 0 | 7,713,481 | +7,713,481 |
| THE PROGRESSIVE CORPORATION CMN | 0 | 62,000 | +62,000 | 0 | 12,290,880 | +12,290,880 |
| UNILEVER PLC SPONSORED ADR CMN | 0 | 92,100 | +92,100 | 0 | 5,246,937 | +5,246,937 |
| KENVUE INC. CMN | 0 | 607,000 | +607,000 | 0 | 10,464,680 | +10,464,680 |
| MONDELEZ INTL INC | 0 | 435,700 | +435,700 | 0 | 25,113,748 | +25,113,748 |
| BHP GROUP LTD | 0 | 116,800 | +116,800 | 0 | 8,496,032 | +8,496,032 |
| DUPONT DE NEMOURS INC | 0 | 164,000 | +164,000 | 0 | 7,511,200 | +7,511,200 |
| SMURFIT WESTROCK PLC | 0 | 459,200 | +459,200 | 0 | 18,299,120 | +18,299,120 |
| SPDR GOLD TR | 0 | 6,500 | +6,500 | 0 | 2,796,885 | +2,796,885 |
| YUM CHINA HLDGS INC | 0 | 584,100 | +584,100 | 0 | 28,492,398 | +28,492,398 |
| GENERAL DYNAMICS CORP | 0 | 66,920 | +66,920 | 0 | 22,968,282 | +22,968,282 |
| OCCIDENTAL PETE CORP | 0 | 18,000 | +18,000 | 0 | 1,170,000 | +1,170,000 |
| HALLIBURTON CO | 0 | 20,000 | +20,000 | 0 | 779,800 | +779,800 |
| SEALED AIR CORP NEW | 0 | 119,668 | +119,668 | 0 | 5,032,039 | +5,032,039 |
| RTX CORPORATION | 0 | 7,000 | +7,000 | 0 | 1,350,300 | +1,350,300 |
| ASML HOLDING N V | 0 | 1,000 | +1,000 | 0 | 1,320,830 | +1,320,830 |
| OTIS WORLDWIDE CORP | 0 | 10,900 | +10,900 | 0 | 840,172 | +840,172 |
| ALPHABET INC | 0 | 4,800 | +4,800 | 0 | 1,380,288 | +1,380,288 |
| JPMORGAN CHASE & CO. | 0 | 5,000 | +5,000 | 0 | 1,470,800 | +1,470,800 |
| GSK PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | 0 | 91,100 | +91,100 | 0 | 11,429,406 | +11,429,406 |
| RYANAIR HOLDINGS PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| QUALCOMM INC | 0 | 178,700 | +178,700 | 0 | 23,012,986 | +23,012,986 |
| KIMBERLY-CLARK CORP | 0 | 247,700 | +247,700 | 0 | 23,895,619 | +23,895,619 |
| THE KRAFT HEINZ CO CMN | 0 | 28,000 | +28,000 | 0 | 629,720 | +629,720 |
| GENERAL MILLS INC CMN | 0 | 22,500 | +22,500 | 0 | 837,450 | +837,450 |
| EXXON MOBIL CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| SLB LIMITED | 0 | 0 | 0 | 0 | 0 | 0 |