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HP

Holowesko Partners Portfolio holdings

AUM $357M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+15.03%
3 Year Est. Return
+52.08%
5 Year Est. Return
+74.71%
10 Year Est. Return
+175.23%
AUM
$268M
AUM Growth
+$49.4M
Cap. Flow
+$37.9M
Cap. Flow %
14.17%
Top 10 Hldgs %
73.97%
Holding
31
New
6
Increased
4
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$14.1M
2
SLB icon
SLB Ltd
SLB
+$10.1M
3
EXE
Expand Energy Corp
EXE
+$7.95M
4
PHM icon
Pultegroup
PHM
+$7.13M
5
MDLZ icon
Mondelez International
MDLZ
+$6.79M

Top Sells

Rank Stock Value
1
SW
Smurfit Westrock
SW
+$10.6M
2
BABA icon
Alibaba
BABA
+$3.74M
3
JPM icon
JPMorgan Chase
JPM
+$3.42M
4
XOM icon
ExxonMobil
XOM
+$3.23M
5
HES
Hess
HES
+$2.66M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.91%
2 Energy 20.52%
3 Consumer Staples 13.64%
4 Industrials 12.9%
5 Materials 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSK icon
26
GSK
GSK
$104B
$465K 0.17%
12,000
– –
AXP icon
27
American Express
AXP
$228B
$404K 0.15%
1,500
-900
-38% -$266K
EMF
28
Templeton Emerging Markets Fund
EMF
$317M
$268K 0.1%
20,859
– –
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.1T
$248K 0.09%
465
-1,500
-76% -$729K
HES
30
DELISTED
Hess
HES
– –
-20,000
Closed -$2.66M
SW
31
Smurfit Westrock
SW
$23.9B
– –
-197,338
Closed -$10.6M
1
2

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SFP
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PWAC
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SWM
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WKWM
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WPC
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Holowesko Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Holowesko Partners held 31 positions worth $268M, up 23% from $218M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Holowesko Partners deployed $37.9M of net new capital in Q1 2025, opening 6 new positions and adding to 4 existing holdings. Its largest new stake was Toll Brothers: 117,100 shares worth $12.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, down from 22% a quarter earlier, followed by Energy and Consumer Staples.

On the sell side, the largest reduction was Alibaba, an estimated $3.74M trimmed.

  • Holowesko Partners's largest Q1 2025 buy was Toll Brothers: 117,100 shares worth $12.4M.
  • Holowesko Partners added most to SLB Ltd in Q1 2025, an estimated $10.1M increase.
  • Holowesko Partners's biggest Q1 2025 reduction was Alibaba, cutting an estimated $3.74M.
  • Holowesko Partners fully exited Smurfit Westrock in Q1 2025, selling an estimated $10.6M.
  • Holowesko Partners's ten largest holdings make up 74% of its $268M portfolio in Q1 2025.
  • Holowesko Partners opened 6 new positions and closed 2 in Q1 2025.
  • Holowesko Partners's portfolio value rose 23% quarter-over-quarter to $268M.

Based on Holowesko Partners's 13F filing for Q1 2025, filed 13 May 2025.