HP
Holowesko Partners Ltd. Institutional Portfolio & 13F Holdings (Q2 2026)
Holowesko Partners Ltd.CIK: 0001428569
Momentum followerQuality / disciplined sizingDiversified strategy
Total reported value
$395.0M
Reporting period: 2026-06-30 · Number of holdings: 34
Holowesko Partners Ltd. disclosed 34 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $395.0M and a quarterly turnover rate of 62.8%.
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Personality snowflake
- Concentration
- 21.34
- Portfolio Stability
- 62.75
- Momentum
- 100
- Sector conviction
- 59.85
- Diversification
- 68
- Sizing Uniformity
- 90.84
Holowesko Partners Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.053 — mathematically equivalent to about 19 equally-sized positions, well below its 34 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.92), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SLB
-76.4% -$27.0M
Sold out QCOM
Add UL
+399.0% $22.4M
Add SW
+83.8% $20.7M
New buy XOM
Sold out BHP
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 9.88% | +4.75% | +83.80% | |
| 2 | GD | General Dynamics CORP | Stock-Industrials | 7.37% | +0.92% | +22.71% | |
| 3 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 7.00% | +5.53% | +399.02% | |
| 4 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 6.88% | +0.18% | — | |
| 5 | AXP | American Express Co | Stock-Financials | 6.63% | +0.70% | +10.73% | |
| 6 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 6.38% | -0.66% | — | |
| 7 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 6.04% | -1.95% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | +1.72% | +54.77% | |
| 9 | EXE | Expand Energy CORP | Stock-Energy | 5.82% | -1.87% | +0.92% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.63% | +1.89% | +114.60% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 3.60% | +3.60% | NEW | |
| 12 | PGR | Progressive CORP | Stock-Financials | 3.43% | -0.02% | — | |
| 13 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.94% | +0.01% | — | |
| 14 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.74% | -2.23% | -47.71% | |
| 15 | FANG | Diamondback Energy Inc | Stock-Energy | 2.35% | -0.10% | +19.23% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.21% | -0.99% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.12% | +2.12% | NEW | |
| 18 | ✓ | Stock-Other | 1.88% | +1.88% | NEW | ||
| 19 | SLB | Slb LTD | Stock-Energy | 1.85% | -7.77% | -76.40% | |
| 20 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.78% | +1.54% | +801.83% | |
| 21 | FLR | Fluor CORP | Stock-Industrials | 1.43% | +1.43% | NEW | |
| 22 | ✓ | Stock-Other | 1.33% | +1.33% | NEW | ||
| 23 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 1.16% | +1.16% | NEW | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.85% | +0.52% | +285.00% | |
| 25 | AMCR | Amcor plc | Stock-Consumer Disc | 0.82% | +0.82% | NEW | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.17% | — | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.13% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.04% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.34% | -0.04% | — | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.18% | +0.18% | NEW | |
| 32 | HAL | Halliburton Co | Stock-Energy | 0.17% | -0.05% | — | |
| 33 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.17% | -0.01% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | +0.12% | NEW |
Portfolio Performance
Performance for Q3 2026
+3.8%
Performance Last 4 Quarters
+32.2%
- Stdev
- +13.8%
- Beta
- +0.64
- Alpha
- +11%
- Max Drawdown
- -6.7%
- Annualized Perf
- +25.4%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.67
- Stutzer
- +0.5
- Treynor
- +0.37
- Sterling
- +1.68
- Calmar
- +3.81
- Information Ratio
- +0.32
- Tracking Error
- +12.1%
- Stdev Down
- +6.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +44.7%
- Worst 12 Months
- -0.3%
- Efficiency Ratio
- +0.74
- Sharpe
- +1.72
- Stdev Sectors
- +9%
- Skewness
- -0.17
- Kurtosis
- -0.67
- Upside Potential
- +5.23
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 34 | $395.0M | 63 | ||
| 2026 Q1 | 31 | $356.7M | 58 | ||
| 2025 Q4 | 28 | $287.3M | 51 | ||
| 2025 Q3 | 26 | $270.3M | 54 | ||
| 2025 Q2 | 29 | $300.5M | 0 | ||
| 2025 Q1 | 29 | $267.6M | 100 | ||
| 2024 Q4 | 25 | $218.3M | 0 | ||
| 2024 Q3 | 26 | $189.0M | 0 | ||
| 2024 Q2 | 24 | $187.4M | 0 | ||
| 2024 Q1 | 29 | $268.5M | 0 | ||
| 2023 Q4 | 31 | $298.6M | 0 | ||
| 2023 Q3 | 29 | $237.0M | 0 | ||
| 2023 Q2 | 27 | $228.6M | 0 | ||
| 2023 Q1 | 27 | $190.5M | 0 | ||
| 2022 Q4 | 28 | $208.2M | 0 | ||
| 2022 Q3 | 29 | $177.4M | 0 | ||
| 2022 Q2 | 28 | $190.8M | 0 | ||
| 2022 Q1 | 30 | $208.2M | 0 | ||
| 2021 Q4 | 31 | $245.1M | 0 | ||
| 2021 Q3 | 29 | $268.9M | 0 | ||
| 2021 Q2 | 26 | $394.7M | 100 | ||
| 2021 Q1 | 27 | $372.8M | 64 | ||
| 2020 Q4 | 30 | $371.4M | 66 | ||
| 2020 Q3 | 25 | $594.6M | 41 | ||
| 2020 Q2 | 28 | $835.7M | 45 | ||
| 2020 Q1 | 27 | $913.5M | 86 | ||
| 2019 Q4 | 30 | $1.6B | 58 | ||
| 2019 Q3 | 24 | $1.3B | 39 | ||
| 2019 Q2 | 23 | $1.2B | 41 | ||
| 2019 Q1 | 25 | $1.3B | 50 | ||
| 2018 Q4 | 25 | $1.2B | 30 | ||
| 2018 Q3 | 25 | $1.4B | 33 | ||
| 2018 Q2 | 28 | $1.5B | 53 | ||
| 2018 Q1 | 33 | $1.5B | 60 | ||
| 2017 Q4 | 32 | $1.6B | 48 | ||
| 2017 Q3 | 27 | $1.3B | 50 | ||
| 2017 Q2 | 35 | $1.5B | 36 | ||
| 2017 Q1 | 31 | $1.7B | 55 | ||
| 2016 Q4 | 31 | $1.4B | 40 | ||
| 2016 Q3 | 29 | $1.1B | 52 | ||
| 2016 Q2 | 28 | $1.2B | 45 | ||
| 2016 Q1 | 34 | $1.4B | 56 | ||
| 2015 Q4 | 33 | $1.5B | 48 | ||
| 2015 Q3 | 33 | $1.4B | 36 | ||
| 2015 Q2 | 34 | $1.6B | 49 | ||
| 2015 Q1 | 35 | $1.3B | 52 | ||
| 2014 Q4 | 31 | $1.1B | 50 | ||
| 2014 Q3 | 33 | $1.3B | 42 | ||
| 2014 Q2 | 38 | $1.7B | 42 | ||
| 2014 Q1 | 34 | $1.7B | 54 | ||
| 2013 Q4 | 34 | $1.4B | 86 | ||
| 2013 Q3 | 39 | $972.6M | 67 | ||
| 2013 Q2 | 45 | $1.2B | — |
Holding changes this quarter
Holowesko Partners Ltd.'s most significant position changes for 2026-06-30: Sold out: Qualcomm Inc (QCOM); New buy: Exxon Mobil CORP (XOM); Sold out: Bhp Group Ltd-spon Adr (BHP); New buy: Walt Disney Co/the (DIS); Sold out: Accenture plc (ACN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UL | Unilever Plc-sponsored Adr | +5.5% | +399.02% | Add |
| 2 | SW | Smurfit Westrock Plc | +4.8% | +83.80% | Add |
| 3 | XOM | Exxon Mobil CORP | +3.6% | NEW | New buy |
| 4 | DIS | Walt Disney Co/the | +2.1% | NEW | New buy |
| 5 | PEP | Pepsico Inc | +1.9% | +114.60% | Add |
| 6 | ✓ | +1.9% | NEW | New buy | |
| 7 | MSFT | Microsoft CORP | +1.7% | +54.77% | Add |
| 8 | OTIS | Otis Worldwide CORP | +1.5% | +801.83% | Add |
| 9 | FLR | Fluor CORP | +1.4% | NEW | New buy |
| 10 | ✓ | +1.3% | NEW | New buy | |
| 11 | HOG | Harley-davidson Inc | +1.2% | NEW | New buy |
| 12 | GD | General Dynamics CORP | +0.9% | +22.71% | Add |
| 13 | AMCR | Amcor plc | +0.8% | NEW | New buy |
| 14 | AXP | American Express Co | +0.7% | +10.73% | Add |
| 15 | OXY | Occidental Petroleum CORP | +0.5% | +285.00% | Add |
| 16 | KMB | Kimberly-clark CORP | +0.2% | — | Unchanged |
| 17 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 18 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 23 | KHC | Kraft Heinz Co/the | 0% | — | Unchanged |
| 24 | PGR | Progressive CORP | 0% | — | Unchanged |
| 25 | RTX | Rtx CORP | 0% | — | Unchanged |
| 26 | HAL | Halliburton Co | -0.1% | — | Unchanged |
| 27 | FANG | Diamondback Energy Inc | -0.1% | +19.23% | Add |
| 28 | GLD | Spdr Gold Shares | -0.2% | — | Unchanged |
| 29 | GIS | General Mills Inc | -0.2% | EXIT | Sold out |
| 30 | MDLZ | Mondelez International Inc-a | -0.7% | — | Unchanged |
| 31 | BABA | Alibaba Group Holding-sp Adr | -1% | — | Unchanged |
| 32 | SDA | Sealed Air CORP | -1.4% | EXIT | Sold out |
| 33 | EXE | Expand Energy CORP | -1.9% | +0.92% | Add |
| 34 | YUMC | Yum China Holdings Inc | -2% | — | Unchanged |
| 35 | 6D8 | Dupont De Nemours Inc | -2.1% | EXIT | Sold out |
| 36 | ACN | Accenture plc | -2.2% | EXIT | Sold out |
| 37 | SJM | Jm Smucker Co/the | -2.2% | -47.71% | Trim |
| 38 | BHP | Bhp Group Ltd-spon Adr | -2.4% | EXIT | Sold out |
| 39 | QCOM | Qualcomm Inc | -6.5% | EXIT | Sold out |
| 40 | SLB | Slb LTD | -7.8% | -76.40% | Trim |
Filing History
FAQ
What is Holowesko Partners Ltd. and what type of investor is it?
Holowesko Partners Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $395.0M, spread across 34 disclosed positions.
What are Holowesko Partners Ltd.'s largest equity positions?
Based on the latest 13F filing, Holowesko Partners Ltd.'s top holdings by market value are:
1. Smurfit Westrock Plc (SW) — $39.0M (9.9%)
2. General Dynamics CORP (GD) — $29.1M (7.4%)
3. Unilever Plc-sponsored Adr (UL) — $27.6M (7.0%)
4. Kimberly-clark CORP (KMB) — $27.2M (6.9%)
5. American Express Co (AXP) — $26.2M (6.6%)
What changes did Holowesko Partners Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Holowesko Partners Ltd. made 27 notable position adjustments: 9 new positions were initiated, 10 existing holdings were added to, 2 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Qualcomm Inc (QCOM); New buy: Exxon Mobil CORP (XOM); Sold out: Bhp Group Ltd-spon Adr (BHP); New buy: Walt Disney Co/the (DIS); Sold out: Accenture plc (ACN)
What sectors does Holowesko Partners Ltd. focus on?
Holowesko Partners Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Staples: 32.0%
• Consumer Discretionary: 20.9%
• Energy: 15.2%
• Industrials: 11.5%
• Financials: 10.9%
• Information Technology: 6.7%
Investment Profile
Holowesko Partners Ltd. returned an annualized 25.4% over the trailing 36 months — outperforming the S&P 500 by 11.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.64 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 32.0% of the portfolio concentrated in Consumer Staples.
Its turnover score has risen from 0 to 63 over the past 4 quarters — a shift toward more active trading.
It has added to its AXP position over the past two quarters (+$25.6M, now $26.2M), while trimming BABA over the same stretch (-$5.2M, still holding $8.7M).
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Developer Access
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