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Holowesko Partners Ltd.

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13F filer, CIK 1428569, Nassau, Bahamas

Holowesko Partners Ltd. reported $270,324,580 across 26 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 77.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001428569-25-000006

Period
2025-09-30
Reported value
$270M
Holdings
26
Top 10 weight
77.7%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLadded+10,650$10.3M
SWnew+237,500$10.1M
KMBadded+72,200$8.98M
YUMCadded+185,100$7.94M
MDLZadded+63,200$3.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLreduced-96,200-$23.4M
Breduced-584,800-$19.2M
TOLexited-117,100-$13.4M
RYAAYreduced-167,500-$10.1M
PHMexited-66,000-$6.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001428569-25-000006, largest first. % of portfolio is the value over $270,324,580, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,400 shares; 2025Q1: 161,200 shares; 2025Q2: 187,700 shares; 2025Q3: 259,900 shares 259,900$32.3M11.95%+72,200Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 148,400 shares; 2025Q1: 148,400 shares; 2025Q2: 148,400 shares; 2025Q3: 152,600 shares 152,600$25.4M9.39%+4,200Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,500 shares; 2024Q4: 394,500 shares; 2025Q1: 394,500 shares; 2025Q2: 394,500 shares; 2025Q3: 579,600 shares 579,600$24.9M9.2%+185,100Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319,200 shares; 2025Q3: 734,400 shares 734,400$24.1M8.9%-584,800Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,520 shares; 2024Q4: 59,920 shares; 2025Q1: 77,820 shares; 2025Q2: 77,820 shares; 2025Q3: 67,820 shares 67,820$23.1M8.56%-10,000Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,600 shares; 2024Q4: 356,200 shares; 2025Q1: 603,500 shares; 2025Q2: 603,500 shares; 2025Q3: 667,500 shares 667,500$22.9M8.49%+64,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,050 shares; 2025Q3: 18,700 shares 18,700$18.1M6.7%+10,650Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,500 shares; 2024Q4: 127,500 shares; 2025Q1: 95,100 shares; 2025Q2: 95,100 shares; 2025Q3: 95,100 shares 95,100$17M6.29%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,100 shares; 2025Q2: 117,600 shares; 2025Q3: 180,800 shares 180,800$11.3M4.18%+63,200Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,400 shares; 2025Q2: 76,400 shares; 2025Q3: 102,800 shares 102,800$10.9M4.04%+26,400Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,338 shares; 2024Q4: 197,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,500 shares 237,500$10.1M3.74%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,900 shares; 2024Q4: 133,800 shares; 2025Q1: 129,900 shares; 2025Q2: 137,500 shares; 2025Q3: 41,300 shares 41,300$10M3.71%-96,200Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,373 shares; 2024Q4: 151,800 shares; 2025Q1: 122,600 shares; 2025Q2: 122,600 shares; 2025Q3: 81,800 shares 81,800$9.22M3.41%-40,800Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,000 shares; 2024Q4: 103,190 shares; 2025Q1: 123,700 shares; 2025Q2: 123,700 shares; 2025Q3: 123,700 shares 123,700$5.84M2.16%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,000 shares; 2025Q2: 201,000 shares; 2025Q3: 222,000 shares 222,000$5.78M2.14%+21,000Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,900 shares; 2024Q4: 91,900 shares; 2025Q1: 91,900 shares; 2025Q2: 91,900 shares; 2025Q3: 91,900 shares 91,900$5.12M1.9%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,100 shares; 2024Q4: 220,100 shares; 2025Q1: 220,100 shares; 2025Q2: 220,100 shares; 2025Q3: 119,668 shares 119,668$4.23M1.56%-100,432Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,499 shares; 2024Q4: 270,500 shares; 2025Q1: 270,500 shares; 2025Q2: 202,500 shares; 2025Q3: 35,000 shares 35,000$2.11M0.78%-167,500Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 10,400 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares 4,900$1.74M0.64%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 18,400 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000$1.58M0.58%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$1.17M0.43%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 10,900 shares 10,900$997K0.37%+1,900Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000$839K0.31%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000$518K0.19%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 2,400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$498K0.18%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000$492K0.18%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HYGISHARES TR400,000$32.3Mput
TOLTOLL BROTHERS INC117,100$13.4Mshares
PHMPULTE GROUP INC66,000$6.96Mshares
BRK-BBERKSHIRE HATHAWAY INC DEL465$226Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001428569-25-000006 base2025-11-13acceptance time not in the bulk data set