Filed: 11/13/2025ACC: 0001428569-25-000006
📋 What this filing means
HOLOWESKO PARTNERS LTD. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $270.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$270.32M
Total AUM (reported)
3.90M
Total Shares
Allocation by class
COM$182.64M67.6%
COM STK$22.94M8.5%
SPONSORED ADS$22.12M8.2%
N Y REGISTRY SHS$18.10M6.7%
SHS$10.11M3.7%
CAP STK CL A$10.04M3.7%
SPONSORED ADR$2.63M1.0%
Portfolio Concentration
Top 3$82.58M30.5%
4–10$127.45M47.1%
11–25$59.80M22.1%
Rest$492.0K0.2%
Top 3 weight
30.5%
Top 10 weight
77.7%
Voting Authority Distribution
Total shares with voting rights: 3.90M
Sole
Full voting authority
3.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
KIMBERLY-CLARK CORP
SOLEShares259.90K
TypeSH
Market value$32.32M
11.95%
Sole
259.90K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares152.60K
TypeSH
Market value$25.39M
9.39%
Sole
152.60K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
SOLEShares579.60K
TypeSH
Market value$24.88M
9.20%
Sole
579.60K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares734.40K
TypeSH
Market value$24.07M
8.90%
Sole
734.40K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares67.82K
TypeSH
Market value$23.13M
8.56%
Sole
67.82K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares667.50K
TypeSH
Market value$22.94M
8.49%
Sole
667.50K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares18.70K
TypeSH
Market value$18.10M
6.70%
Sole
18.70K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares95.10K
TypeSH
Market value$17.00M
6.29%
Sole
95.10K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares180.80K
TypeSH
Market value$11.29M
4.18%
Sole
180.80K
Shared
0.00
None
0.00
EXPAND ENERGY CORP CMN
SOLEShares102.80K
TypeSH
Market value$10.92M
4.04%
Sole
102.80K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares237.50K
TypeSH
Market value$10.11M
3.74%
Sole
237.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares41.30K
TypeSH
Market value$10.04M
3.71%
Sole
41.30K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares81.80K
TypeSH
Market value$9.22M
3.41%
Sole
81.80K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares123.70K
TypeSH
Market value$5.84M
2.16%
Sole
123.70K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares222K
TypeSH
Market value$5.78M
2.14%
Sole
222K
Shared
0.00
None
0.00
BHP GROUP LTD
SOLEShares91.90K
TypeSH
Market value$5.12M
1.90%
Sole
91.90K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares119.67K
TypeSH
Market value$4.23M
1.56%
Sole
119.67K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares35K
TypeSH
Market value$2.11M
0.78%
Sole
35K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.90K
TypeSH
Market value$1.74M
0.64%
Sole
4.90K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5K
TypeSH
Market value$1.58M
0.58%
Sole
5K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares7K
TypeSH
Market value$1.17M
0.43%
Sole
7K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares10.90K
TypeSH
Market value$996.6K
0.37%
Sole
10.90K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares25K
TypeSH
Market value$838.8K
0.31%
Sole
25K
Shared
0.00
None
0.00
GSK PLC
SOLEShares12K
TypeSH
Market value$517.9K
0.19%
Sole
12K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares1.50K
TypeSH
Market value$498.2K
0.18%
Sole
1.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KIMBERLY-CLARK CORPSOLE | COM | 259.90K | SH | $32.32M 11.95% | 259.90K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 152.60K | SH | $25.39M 9.39% | 152.60K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 579.60K | SH | $24.88M 9.20% | 579.60K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 734.40K | SH | $24.07M 8.90% | 734.40K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 67.82K | SH | $23.13M 8.56% | 67.82K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 667.50K | SH | $22.94M 8.49% | 667.50K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 18.70K | SH | $18.10M 6.70% | 18.70K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 95.10K | SH | $17.00M 6.29% | 95.10K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | COM | 180.80K | SH | $11.29M 4.18% | 180.80K | 0.00 | 0.00 |
EXPAND ENERGY CORP CMNSOLE | COM | 102.80K | SH | $10.92M 4.04% | 102.80K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 237.50K | SH | $10.11M 3.74% | 237.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 41.30K | SH | $10.04M 3.71% | 41.30K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 81.80K | SH | $9.22M 3.41% | 81.80K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 123.70K | SH | $5.84M 2.16% | 123.70K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 222K | SH | $5.78M 2.14% | 222K | 0.00 | 0.00 |
BHP GROUP LTDSOLE | SPONSORED ADS | 91.90K | SH | $5.12M 1.90% | 91.90K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 119.67K | SH | $4.23M 1.56% | 119.67K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 35K | SH | $2.11M 0.78% | 35K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.90K | SH | $1.74M 0.64% | 4.90K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5K | SH | $1.58M 0.58% | 5K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 7K | SH | $1.17M 0.43% | 7K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 10.90K | SH | $996.6K 0.37% | 10.90K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 25K | SH | $838.8K 0.31% | 25K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 12K | SH | $517.9K 0.19% | 12K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 1.50K | SH | $498.2K 0.18% | 1.50K | 0.00 | 0.00 |
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