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HP

Holowesko Partners Portfolio holdings

AUM $395M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
+0.58%
1 Year Est. Return
+15.17%
3 Year Est. Return
+51.11%
5 Year Est. Return
+62.37%
10 Year Est. Return
+178.65%
AUM
$357M
AUM Growth
+$69.3M
Cap. Flow
+$73.3M
Cap. Flow %
20.54%
Top 10 Hldgs %
67.96%
Holding
34
New
6
Increased
9
Reduced
5
Closed
3

Top Buys

Rank Stock Value
1
AXP icon
American Express
AXP
+$22.9M
2
SJM icon
J.M. Smucker
SJM
+$19.2M
3
MSFT icon
Microsoft
MSFT
+$16.9M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
PEP icon
PepsiCo
PEP
+$9.82M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$25.2M
2
GIS icon
General Mills
GIS
+$8.56M
3
KHC icon
Kraft Heinz
KHC
+$8.49M
4
KMB icon
Kimberly-Clark
KMB
+$4.17M
5
RYAAY icon
Ryanair
RYAAY
+$2.53M

Sector Composition

Rank Sector Weight
1 Consumer Staples 26.27%
2 Energy 20.31%
3 Consumer Discretionary 17.73%
4 Technology 13.19%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
1
SLB Ltd
SLB
$79.8B
$34.3M 9.62%
667,500
– –
YUMC icon
2
Yum China
YUMC
$16.2B
$28.5M 7.99%
584,100
– –
EXE
3
Expand Energy Corp
EXE
$22B
$27.4M 7.69%
250,000
+122,600
+96% +$13.1M
MDLZ icon
4
Mondelez International
MDLZ
$81.2B
$25.1M 7.04%
435,700
+41,100
+10% +$2.38M
KMB icon
5
Kimberly-Clark
KMB
$36.9B
$23.9M 6.7%
247,700
-40,700
-14% -$4.17M
QCOM icon
6
Qualcomm
QCOM
$173B
$23M 6.45%
178,700
+23,700
+15% +$3.46M
GD icon
7
General Dynamics
GD
$107B
$23M 6.44%
66,920
– –
AXP icon
8
American Express
AXP
$231B
$21.1M 5.93%
69,900
+68,400
+4,560% +$22.9M
SW
9
Smurfit Westrock
SW
$25.8B
$18.3M 5.13%
459,200
+11,700
+3% +$505K
SJM icon
10
J.M. Smucker
SJM
$12.9B
$17.7M 4.97%
+183,800
New +$19.2M
MSFT icon
11
Microsoft
MSFT
$3.69T
$15M 4.2%
+40,500
New +$16.9M
PGR icon
12
Progressive
PGR
$122B
$12.3M 3.45%
62,000
+35,200
+131% +$7.26M
BABA icon
13
Alibaba
BABA
$298B
$11.4M 3.2%
91,100
-4,000
-4% -$601K
KVUE icon
14
Kenvue
KVUE
$37B
$10.5M 2.93%
607,000
+249,000
+70% +$4.43M
PEP icon
15
PepsiCo
PEP
$192B
$9.78M 2.74%
+63,000
New +$9.82M
FANG icon
16
Diamondback Energy
FANG
$56.7B
$8.74M 2.45%
+44,200
New +$7.51M
BHP icon
17
BHP
BHP
$221B
$8.5M 2.38%
116,800
– –
ACN icon
18
Accenture
ACN
$108B
$7.71M 2.16%
+38,900
New +$9.06M
DD icon
19
DuPont de Nemours
DD
$19.7B
$7.51M 2.11%
54,667
+1,667
+3% +$230K
UL icon
20
Unilever
UL
$134B
$5.25M 1.47%
+92,100
New +$6.17M
SEE
21
DELISTED
Sealed Air
SEE
$5.03M 1.41%
119,668
– –
GLD icon
22
SPDR Gold Trust
GLD
$143B
$2.8M 0.78%
6,500
+1,600
+33% +$717K
JPM icon
23
JPMorgan Chase
JPM
$965B
$1.47M 0.41%
5,000
– –
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.22T
$1.38M 0.39%
4,800
– –
RTX icon
25
RTX Corp
RTX
$299B
$1.35M 0.38%
7,000
– –
1
2

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Holowesko Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Holowesko Partners held 34 positions worth $357M, up 24% from $287M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Holowesko Partners deployed $73.3M of net new capital in Q1 2026, opening 6 new positions and adding to 9 existing holdings. Its largest new stake was J.M. Smucker: 183,800 shares worth $17.7M.

By sector, the portfolio is most concentrated in Consumer Staples at 26% of assets, down from 27% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the largest reduction was General Mills, an estimated $8.56M trimmed.

  • Holowesko Partners's largest Q1 2026 buy was J.M. Smucker: 183,800 shares worth $17.7M.
  • Holowesko Partners added most to American Express in Q1 2026, an estimated $22.9M increase.
  • Holowesko Partners's biggest Q1 2026 reduction was General Mills, cutting an estimated $8.56M.
  • Holowesko Partners fully exited ExxonMobil in Q1 2026, selling an estimated $25.2M.
  • Holowesko Partners's ten largest holdings make up 68% of its $357M portfolio in Q1 2026.
  • Holowesko Partners opened 6 new positions and closed 3 in Q1 2026.
  • Holowesko Partners's portfolio value rose 24% quarter-over-quarter to $357M.

Based on Holowesko Partners's 13F filing for Q1 2026, filed 13 May 2026.