account_balance
Investment manager · 13F filer · SEC CIK 1428569
Holowesko Partners Ltd.
Reported value$380Mas of Sep 30, 2026
Positions31 2 new, 5 sold out
Top 10 weight69.2%SW alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SWSmurfit Westrock PLC
9.4%Trimmed −5%
DISWalt Disney Co
7.9%Added +231%
GDGeneral Dynamics Corp
7.1%
PEPPepsiCo Inc
6.9%Added +53%
ULUnilever PLC
6.6%Trimmed −10%
KMBKimberly Clark Corp
6.5%Added +2%
YUMCYum China Holdings, Inc.
6.3%
EXEExpand Energy Corp
6.2%Added +11%
AXPAmerican Express Co
6.2%
MSFTMicrosoft Corp
6.1%Trimmed −28%
FLRFluor Corp
4.8%Added +253%
AMZNAmazon.com Inc
4.1%New
SWSmurfit Westrock PLC
9.4%−5%
DISWalt Disney Co
7.9%
GDGeneral Dynamics Corp
7.1%
PEPPepsiCo Inc
6.9%+53%
ULUnilever PLC
6.6%−10%
KMBKimberly Clark Corp
6.5%+2%
YUMCYum China Holdings, Inc.
6.3%
EXEExpand Energy Corp
6.2%
AXPAmerican Express Co
6.2%
MSFTMicrosoft Corp
6.1%−28%
FLRFluor Corp
4.8%
AMZNAmazon.com Inc
4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SW Smurfit Westrock PLC 9.4% Trimmed −5%DIS Walt Disney Co 7.9% Added +231%GD General Dynamics Corp 7.1% HeldPEP PepsiCo Inc 6.9% Added +53%UL Unilever PLC 6.6% Trimmed −10%KMB Kimberly Clark Corp 6.5% Added +2%YUMC Yum China Holdings, Inc. 6.3% HeldEXE Expand Energy Corp 6.2% Added +11%AXP American Express Co 6.2% HeldMSFT Microsoft Corp 6.1% Trimmed −28%FLR Fluor Corp 4.8% Added +253%AMZN Amazon.com Inc 4.1% New
What changed
Biggest moves since Jun 30, 2026
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