Filed: 5/13/2026ACC: 0001428569-26-000002
📋 What this filing means
HOLOWESKO PARTNERS LTD. filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $356.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$356.68M
Total AUM (reported)
4.71M
Total Shares
Allocation by class
COM$312.95M87.7%
SPONSORED ADS$19.93M5.6%
SHS$18.30M5.1%
GOLD SHS$2.80M0.8%
CAP STK CL A$1.38M0.4%
N Y REGISTRY SHS$1.32M0.4%
Portfolio Concentration
Top 3$90.24M25.3%
4–10$152.16M42.7%
11–25$108.70M30.5%
Rest$5.58M1.6%
Top 3 weight
25.3%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 4.71M
Sole
Full voting authority
4.71M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
SLB LTD CMN
SOLEShares667.50K
TypeSH
Market value$34.30M
9.62%
Sole
667.50K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
SOLEShares584.10K
TypeSH
Market value$28.49M
7.99%
Sole
584.10K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares250K
TypeSH
Market value$27.45M
7.69%
Sole
250K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares435.70K
TypeSH
Market value$25.11M
7.04%
Sole
435.70K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares247.70K
TypeSH
Market value$23.90M
6.70%
Sole
247.70K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares178.70K
TypeSH
Market value$23.01M
6.45%
Sole
178.70K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares66.92K
TypeSH
Market value$22.97M
6.44%
Sole
66.92K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares69.90K
TypeSH
Market value$21.14M
5.93%
Sole
69.90K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares459.20K
TypeSH
Market value$18.30M
5.13%
Sole
459.20K
Shared
0.00
None
0.00
J. M. SMUCKER COMPANY (THE) CMN
SOLEShares183.80K
TypeSH
Market value$17.73M
4.97%
Sole
183.80K
Shared
0.00
None
0.00
MICROSOFT CORPORATION CMN
SOLEShares40.50K
TypeSH
Market value$14.99M
4.20%
Sole
40.50K
Shared
0.00
None
0.00
THE PROGRESSIVE CORPORATION CMN
SOLEShares62K
TypeSH
Market value$12.29M
3.45%
Sole
62K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares91.10K
TypeSH
Market value$11.43M
3.20%
Sole
91.10K
Shared
0.00
None
0.00
KENVUE INC. CMN
SOLEShares607K
TypeSH
Market value$10.46M
2.93%
Sole
607K
Shared
0.00
None
0.00
PEPSICO, INC. CMN
SOLEShares63K
TypeSH
Market value$9.78M
2.74%
Sole
63K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC CMN
SOLEShares44.20K
TypeSH
Market value$8.74M
2.45%
Sole
44.20K
Shared
0.00
None
0.00
BHP GROUP LTD
SOLEShares116.80K
TypeSH
Market value$8.50M
2.38%
Sole
116.80K
Shared
0.00
None
0.00
ACCENTURE PLC CMN CLASS A
SOLEShares38.90K
TypeSH
Market value$7.71M
2.16%
Sole
38.90K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares164K
TypeSH
Market value$7.51M
2.11%
Sole
164K
Shared
0.00
None
0.00
UNILEVER PLC SPONSORED ADR CMN
SOLEShares92.10K
TypeSH
Market value$5.25M
1.47%
Sole
92.10K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares119.67K
TypeSH
Market value$5.03M
1.41%
Sole
119.67K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares6.50K
TypeSH
Market value$2.80M
0.78%
Sole
6.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5K
TypeSH
Market value$1.47M
0.41%
Sole
5K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.80K
TypeSH
Market value$1.38M
0.39%
Sole
4.80K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares7K
TypeSH
Market value$1.35M
0.38%
Sole
7K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SLB LTD CMNSOLE | COM | 667.50K | SH | $34.30M 9.62% | 667.50K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 584.10K | SH | $28.49M 7.99% | 584.10K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 250K | SH | $27.45M 7.69% | 250K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | COM | 435.70K | SH | $25.11M 7.04% | 435.70K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 247.70K | SH | $23.90M 6.70% | 247.70K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 178.70K | SH | $23.01M 6.45% | 178.70K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 66.92K | SH | $22.97M 6.44% | 66.92K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 69.90K | SH | $21.14M 5.93% | 69.90K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 459.20K | SH | $18.30M 5.13% | 459.20K | 0.00 | 0.00 |
J. M. SMUCKER COMPANY (THE) CMNSOLE | COM | 183.80K | SH | $17.73M 4.97% | 183.80K | 0.00 | 0.00 |
MICROSOFT CORPORATION CMNSOLE | COM | 40.50K | SH | $14.99M 4.20% | 40.50K | 0.00 | 0.00 |
THE PROGRESSIVE CORPORATION CMNSOLE | COM | 62K | SH | $12.29M 3.45% | 62K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 91.10K | SH | $11.43M 3.20% | 91.10K | 0.00 | 0.00 |
KENVUE INC. CMNSOLE | COM | 607K | SH | $10.46M 2.93% | 607K | 0.00 | 0.00 |
PEPSICO, INC. CMNSOLE | COM | 63K | SH | $9.78M 2.74% | 63K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INC CMNSOLE | COM | 44.20K | SH | $8.74M 2.45% | 44.20K | 0.00 | 0.00 |
BHP GROUP LTDSOLE | SPONSORED ADS | 116.80K | SH | $8.50M 2.38% | 116.80K | 0.00 | 0.00 |
ACCENTURE PLC CMN CLASS ASOLE | COM | 38.90K | SH | $7.71M 2.16% | 38.90K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 164K | SH | $7.51M 2.11% | 164K | 0.00 | 0.00 |
UNILEVER PLC SPONSORED ADR CMNSOLE | COM | 92.10K | SH | $5.25M 1.47% | 92.10K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 119.67K | SH | $5.03M 1.41% | 119.67K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.50K | SH | $2.80M 0.78% | 6.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5K | SH | $1.47M 0.41% | 5K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.80K | SH | $1.38M 0.39% | 4.80K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 7K | SH | $1.35M 0.38% | 7K | 0.00 | 0.00 |
Page 1 of 2