Holowesko Partners
Holowesko Partners reported 34 stocks worth $395M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SW (9.9%), GD (7.4%) and UL (7.0%). Compared with Q1 2026, the fund opened new positions in XOM, DIS and DD, added to SW, GD and UL, trimmed SJM and SLB and sold out of QCOM, BHP and ACN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SW Smurfit Westrock PLC | $39M | 9.9% | 844K | +385K (+84%) | 6 of 8 | |
| 2 |  GD General Dynamics Corp | $29.1M | 7.4% | 82K | +15K (+23%) | 8 of 8 | |
| 3 |  UL Unilever PLC Spon ADR New | $27.6M | 7.0% | 460K | +368K (+399%) | 2 of 8 | |
| 4 |  KMB Kimberly Clark Corp | $27.2M | 6.9% | 248K | No change | 7 of 8 | |
| 5 |  AXP American Express Co | $26.2M | 6.6% | 77K | +7,500 (+11%) | 8 of 8 | |
| 6 |  MDLZ Mondelez Intl Inc | $25.2M | 6.4% | 436K | No change | 6 of 8 | |
| 7 |  YUMC Yum China Hldgs Inc | $23.9M | 6.0% | 584K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $23.4M | 5.9% | 63K | +22K (+55%) | 2 of 8 | |
| 9 |  EXE Expand Energy Corporation | $23M | 5.8% | 252K | +2,300 (+1%) | 6 of 8 | |
| 10 |  PEP Pepsico Inc | $18.3M | 4.6% | 135K | +72K (+115%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QCOM Qualcomm Inc | $23M | 179K |
 BHP Bhp Group Ltd | $8.5M | 117K |
 ACN Accenture PLC Ireland | $7.7M | 39K |
 DD Dupont DE Nemours Inc | $7.5M | 164K |
SEALED AIR CORP NEW | $5M | 120K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Holowesko Partners 13F FAQ
What does Holowesko Partners own?
Holowesko Partners reported 34 stocks worth $395M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SW (9.9%), GD (7.4%) and UL (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Holowesko Partners buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 10 added to, 2 trimmed and 6 sold out. New positions include XOM, DIS and DD. It sold all of QCOM, BHP and ACN.
When will Holowesko Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Holowesko Partners's portfolio worth?
The Q2 2026 filing reports $395M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.