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Holowesko Partners Ltd.

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13F filer, CIK 1428569, Nassau, Bahamas

Holowesko Partners Ltd. reported $356,677,375 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 67.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001428569-26-000002

Period
2026-03-31
Reported value
$357M
Holdings
31
Top 10 weight
67.96%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AXPadded+68,400$20.7M
SJMnew+183,800$17.7M
MSFTnew+40,500$15M
EXEadded+122,600$13.5M
PEPnew+63,000$9.78M

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
XOMexited-209,200-$25.2M
KHCreduced-360,900-$8.12M
GISreduced-197,100-$7.34M
KMBreduced-40,700-$3.93M
RYAAYexited-35,000-$2.53M

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, Q1 2026

Share positions as resolved from 13F-HR 0001428569-26-000002, largest first. % of portfolio is the value over $356,677,375, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,600 shares; 2024Q4: 356,200 shares; 2025Q1: 603,500 shares; 2025Q2: 603,500 shares; 2025Q3: 667,500 shares; 2025Q4: 667,500 shares; 2026Q1: 667,500 shares 667,500$34.3M9.62%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,500 shares; 2024Q4: 394,500 shares; 2025Q1: 394,500 shares; 2025Q2: 394,500 shares; 2025Q3: 579,600 shares; 2025Q4: 584,100 shares; 2026Q1: 584,100 shares 584,100$28.5M7.99%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,400 shares; 2025Q2: 76,400 shares; 2025Q3: 102,800 shares; 2025Q4: 127,400 shares; 2026Q1: 250,000 shares 250,000$27.4M7.69%+122,600Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,100 shares; 2025Q2: 117,600 shares; 2025Q3: 180,800 shares; 2025Q4: 394,600 shares; 2026Q1: 435,700 shares 435,700$25.1M7.04%+41,100Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,400 shares; 2025Q1: 161,200 shares; 2025Q2: 187,700 shares; 2025Q3: 259,900 shares; 2025Q4: 288,400 shares; 2026Q1: 247,700 shares 247,700$23.9M6.7%-40,700Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 148,400 shares; 2025Q1: 148,400 shares; 2025Q2: 148,400 shares; 2025Q3: 152,600 shares; 2025Q4: 155,000 shares; 2026Q1: 178,700 shares 178,700$23M6.45%+23,700Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,520 shares; 2024Q4: 59,920 shares; 2025Q1: 77,820 shares; 2025Q2: 77,820 shares; 2025Q3: 67,820 shares; 2025Q4: 66,920 shares; 2026Q1: 66,920 shares 66,920$23M6.44%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 2,400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 69,900 shares 69,900$21.1M5.93%+68,400Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,338 shares; 2024Q4: 197,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,500 shares; 2025Q4: 447,500 shares; 2026Q1: 459,200 shares 459,200$18.3M5.13%+11,700Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,800 shares 183,800$17.7M4.97%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,500 shares 40,500$15M4.2%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,800 shares; 2026Q1: 62,000 shares 62,000$12.3M3.45%+35,200Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,500 shares; 2024Q4: 127,500 shares; 2025Q1: 95,100 shares; 2025Q2: 95,100 shares; 2025Q3: 95,100 shares; 2025Q4: 95,100 shares; 2026Q1: 91,100 shares 91,100$11.4M3.2%-4,000Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358,000 shares; 2026Q1: 607,000 shares 607,000$10.5M2.93%+249,000Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,000 shares 63,000$9.78M2.74%newTimeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,200 shares 44,200$8.74M2.45%newTimeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,900 shares; 2024Q4: 91,900 shares; 2025Q1: 91,900 shares; 2025Q2: 91,900 shares; 2025Q3: 91,900 shares; 2025Q4: 116,800 shares; 2026Q1: 116,800 shares 116,800$8.5M2.38%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,900 shares 38,900$7.71M2.16%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,000 shares; 2026Q1: 164,000 shares 164,000$7.51M2.11%+5,000Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,100 shares 92,100$5.25M1.47%newTimeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,100 shares; 2024Q4: 220,100 shares; 2025Q1: 220,100 shares; 2025Q2: 220,100 shares; 2025Q3: 119,668 shares; 2025Q4: 119,668 shares; 2026Q1: 119,668 shares 119,668$5.03M1.41%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 10,400 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 6,500 shares 6,500$2.8M0.78%+1,600Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 18,400 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$1.47M0.41%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,900 shares; 2024Q4: 133,800 shares; 2025Q1: 129,900 shares; 2025Q2: 137,500 shares; 2025Q3: 41,300 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800$1.38M0.39%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$1.35M0.38%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,050 shares; 2025Q3: 18,700 shares; 2025Q4: 1,300 shares; 2026Q1: 1,000 shares 1,000$1.32M0.37%-300Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,000 shares; 2024Q4: 103,190 shares; 2025Q1: 123,700 shares; 2025Q2: 123,700 shares; 2025Q3: 123,700 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000$1.17M0.33%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900$840K0.24%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,600 shares; 2026Q1: 22,500 shares 22,500$837K0.23%-197,100Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$780K0.22%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,000 shares; 2025Q2: 201,000 shares; 2025Q3: 222,000 shares; 2025Q4: 388,900 shares; 2026Q1: 28,000 shares 28,000$630K0.18%-360,900Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP209,200$25.2Mshares
RYAAYRYANAIR HOLDINGS PLC35,000$2.53Mshares
GSKGSK PLC12,000$588Kshares

How Q1 2026 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 0001428569-26-000002 base2026-05-13acceptance time not in the bulk data set