13F Insight
DOSSIER · 13F-HR · Q2 2026

Holowesko Partners Ltd.

$395M in tracked AUM across 34 positions as of Q2 2026.

HP
CIK 0001428569 · last filed Jun 30, 2026
Total AUM
$395M
as of Q2 2026
Holdings
34
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Holowesko Partners Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G8267P108
SMURFIT WESTROCK PLC
$39M844K9.9%02
GD
GENERAL DYNAMICS CORP
$29M82K7.4%03
UL
UNILEVER PLC
$28M460K7.0%04
KMB
KIMBERLY-CLARK CORP
$27M248K6.9%05
AXP
AMERICAN EXPRESS CO
$26M77K6.6%06
MDLZ
MONDELEZ INTL INC
$25M436K6.4%07
YUMC
YUM CHINA HLDGS INC
$24M584K6.0%08
MSFT
MICROSOFT CORP
$23M63K5.9%09
EXE
EXPAND ENERGY CORPORATION
$23M252K5.8%10
PEP
PEPSICO INC
$18M135K4.6%

Filing history

2026Q2Jun 30
$395M▲ 10.7%
34 positionsView →2026Q1Mar 31
$357M▲ 24.1%
31 positionsView →2025Q4Dec 31
$287M▲ 6.3%
28 positionsView →2025Q3Sep 30
$270M▼ 10.0%
26 positionsLocked2025Q2Jun 30
$300M▲ 12.3%
29 positionsLocked2025Q1Mar 31
$268M▲ 22.6%
29 positionsLocked2024Q4Dec 31
$218M▲ 15.5%
25 positionsLocked2024Q3Sep 30
$189M▲ 0.8%
26 positionsLocked2024Q2Jun 30
$187M▼ 30.2%
24 positionsLocked2024Q1Mar 31
$269M▼ 10.1%
29 positionsLocked2023Q4Dec 31
$299M▲ 26.0%
31 positionsLocked2023Q3Sep 30
$237M▲ 3.7%
29 positionsLocked
Showing 12 of 72