StockDriftsStockDriftsTop 31 Holowesko Partners Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LTD CMN | 9.62% | 667.5K | $34.3M | +0.00%(+0) | $40.83(+36.54%) | 2026-03-31 | |
| YUMC | YUM CHINA HLDGS INC | 7.99% | 584.1K | $28.5M | +0.00%(+0) | $43.05(+6.82%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 7.69% | 250.0K | $27.4M | +96.23%(+122.60K) | $108.64(-10.99%) | 2026-03-31 | |
| MDLZ | MONDELEZ INTL INC | 7.04% | 435.7K | $25.1M | +10.42%(+41.10K) | $60.50(+0.78%) | 2026-03-31 | |
| KMB | KIMBERLY-CLARK CORP | 6.7% | 247.7K | $23.9M | -14.11%(-40.70K) | $131.60(-26.54%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 6.45% | 178.7K | $23.0M | +15.29%(+23.70K) | $158.46(+26.26%) | 2026-03-31 | |
| GD | GENERAL DYNAMICS CORP | 6.44% | 66.9K | $23.0M | +0.00%(+0) | $234.77(+45.09%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 5.93% | 69.9K | $21.1M | +4560.00%(+68.40K) | $332.18(-5.84%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 5.13% | 459.2K | $18.3M | +2.61%(+11.70K) | $43.85(-8.73%) | 2026-03-31 | |
| SJM | J. M. SMUCKER COMPANY (THE) CMN | 4.97% | 183.8K | $17.7M | new | $97.13(+3.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.63% | +71.20% |
| Top 20 Holdings Unweighted | +20.04% | +72.96% |
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