Filed: 2/11/2026ACC: 0001428569-26-000001
📋 What this filing means
HOLOWESKO PARTNERS LTD. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $287.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$287.34M
Total AUM (reported)
4.54M
Total Shares
Allocation by class
COM$215.48M75.0%
COM STK$25.62M8.9%
SPONSORED ADS$20.99M7.3%
SHS$17.30M6.0%
SPONSORED ADR$3.12M1.1%
GOLD SHS$1.94M0.7%
CAP STK CL A$1.50M0.5%
Portfolio Concentration
Top 3$83.49M29.1%
4–10$139.87M48.7%
11–25$62.27M21.7%
Rest$1.71M0.6%
Top 3 weight
29.1%
Top 10 weight
77.7%
Voting Authority Distribution
Total shares with voting rights: 4.54M
Sole
Full voting authority
4.54M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
KIMBERLY-CLARK CORP
SOLEShares288.40K
TypeSH
Market value$29.10M
10.13%
Sole
288.40K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
SOLEShares584.10K
TypeSH
Market value$27.88M
9.70%
Sole
584.10K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares155K
TypeSH
Market value$26.51M
9.23%
Sole
155K
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares667.50K
TypeSH
Market value$25.62M
8.92%
Sole
667.50K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares209.20K
TypeSH
Market value$25.18M
8.76%
Sole
209.20K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares66.92K
TypeSH
Market value$22.53M
7.84%
Sole
66.92K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares394.60K
TypeSH
Market value$21.24M
7.39%
Sole
394.60K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares447.50K
TypeSH
Market value$17.30M
6.02%
Sole
447.50K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares127.40K
TypeSH
Market value$14.06M
4.89%
Sole
127.40K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares95.10K
TypeSH
Market value$13.94M
4.85%
Sole
95.10K
Shared
0.00
None
0.00
GENERAL MILLS INC CMN
SOLEShares219.60K
TypeSH
Market value$10.21M
3.55%
Sole
219.60K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares388.90K
TypeSH
Market value$9.43M
3.28%
Sole
388.90K
Shared
0.00
None
0.00
BHP GROUP LTD
SOLEShares116.80K
TypeSH
Market value$7.05M
2.45%
Sole
116.80K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares159K
TypeSH
Market value$6.39M
2.22%
Sole
159K
Shared
0.00
None
0.00
KENVUE INC. CMN
SOLEShares358K
TypeSH
Market value$6.18M
2.15%
Sole
358K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares26.80K
TypeSH
Market value$6.10M
2.12%
Sole
26.80K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares119.67K
TypeSH
Market value$4.96M
1.73%
Sole
119.67K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares35K
TypeSH
Market value$2.53M
0.88%
Sole
35K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.90K
TypeSH
Market value$1.94M
0.68%
Sole
4.90K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5K
TypeSH
Market value$1.61M
0.56%
Sole
5K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.80K
TypeSH
Market value$1.50M
0.52%
Sole
4.80K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares1.30K
TypeSH
Market value$1.39M
0.48%
Sole
1.30K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares7K
TypeSH
Market value$1.28M
0.45%
Sole
7K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares10.90K
TypeSH
Market value$952.1K
0.33%
Sole
10.90K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares18K
TypeSH
Market value$740.2K
0.26%
Sole
18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KIMBERLY-CLARK CORPSOLE | COM | 288.40K | SH | $29.10M 10.13% | 288.40K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 584.10K | SH | $27.88M 9.70% | 584.10K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 155K | SH | $26.51M 9.23% | 155K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 667.50K | SH | $25.62M 8.92% | 667.50K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 209.20K | SH | $25.18M 8.76% | 209.20K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 66.92K | SH | $22.53M 7.84% | 66.92K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | COM | 394.60K | SH | $21.24M 7.39% | 394.60K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 447.50K | SH | $17.30M 6.02% | 447.50K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 127.40K | SH | $14.06M 4.89% | 127.40K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 95.10K | SH | $13.94M 4.85% | 95.10K | 0.00 | 0.00 |
GENERAL MILLS INC CMNSOLE | COM | 219.60K | SH | $10.21M 3.55% | 219.60K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 388.90K | SH | $9.43M 3.28% | 388.90K | 0.00 | 0.00 |
BHP GROUP LTDSOLE | SPONSORED ADS | 116.80K | SH | $7.05M 2.45% | 116.80K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 159K | SH | $6.39M 2.22% | 159K | 0.00 | 0.00 |
KENVUE INC. CMNSOLE | COM | 358K | SH | $6.18M 2.15% | 358K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 26.80K | SH | $6.10M 2.12% | 26.80K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 119.67K | SH | $4.96M 1.73% | 119.67K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 35K | SH | $2.53M 0.88% | 35K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.90K | SH | $1.94M 0.68% | 4.90K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5K | SH | $1.61M 0.56% | 5K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.80K | SH | $1.50M 0.52% | 4.80K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.30K | SH | $1.39M 0.48% | 1.30K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 7K | SH | $1.28M 0.45% | 7K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 10.90K | SH | $952.1K 0.33% | 10.90K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 18K | SH | $740.2K 0.26% | 18K | 0.00 | 0.00 |
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