Karen C. Zyp

Holowesko Partners Ltd.

Assets Managed

$356.677M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

24.13%(2Q avg: 15.22%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Holowesko Partners Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Holowesko Partners Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 356.677M in assets, with a quarterly growth rate of 24.13% and a 2-quarter average growth rate of 15.22%. The portfolio is managed by Karen C. Zyp, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SLB Schlumberger Ltd Recent Activity	9.62%	$34.303M 667,500 shares@ $51.39 avg price
YUMC Yum China Holdings Inc Recent Activity	7.99%	$28.492M 584,100 shares@ $48.78 avg price
EXE Expand Energy Corp Recent Activity Increased 96.24%	7.7%	$27.445M 250,000 shares@ $109.78 avg price	Increased 96.24%
MDLZ Mondelez International Inc-a Recent Activity Increased 10.42%	7.05%	$25.114M 435,700 shares@ $57.64 avg price	Increased 10.42%
KMB Kimberly-clark Corp Recent Activity Decreased -14.11%	6.7%	$23.896M 247,700 shares@ $96.47 avg price	Decreased -14.11%
QCOM Qualcomm Inc Recent Activity Increased 15.3%	6.46%	$23.013M 178,700 shares@ $128.78 avg price	Increased 15.3%
GD General Dynamics Corp Recent Activity	6.44%	$22.968M 66,920 shares@ $343.22 avg price
AXP American Express Co Recent Activity Increased 4560%	5.93%	$21.143M 69,900 shares@ $302.48 avg price	Increased 4560%
SW Smurfit Westrock Plc Recent Activity Increased 2.62%	5.14%	$18.299M 459,200 shares@ $39.85 avg price	Increased 2.62%
SJM Jm Smucker Co The Recent Activity New Position	4.97%	$17.726M 183,800 shares@ $96.44 avg price	New Position

1-10 of 31