Oldfield Partners LLP Institutional Portfolio (13F)

Name: Oldfield Partners LLP — 13F Holdings, 2026-06-30
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001492815

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$414.8M

Reporting period: 2026-06-30 · Number of holdings: 18

Oldfield Partners LLP disclosed 18 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $414.8M and a quarterly turnover rate of 35.6%.

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Personality snowflake

Concentration: 63.59
Portfolio Stability: 35.57
Momentum/Contrarian: 100
Sector conviction: 70.55
Diversification: 36
Sizing Uniformity: 85.96

Oldfield Partners LLP's disclosed holdings carry a Herfindahl concentration index of 0.159 — mathematically equivalent to about 6 equally-sized positions, well below its 18 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.40), with a handful of outsized bets alongside many smaller positions.

Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/oldfield-partners-llp

Recent moves

Trim NOV
-33.6%　-$32.7M
Trim LEA
-40.9%　-$27.0M
Add ALLY
+27.4%　$24.5M
Add ARW
0.0%　$22.1M
Add CB
+25.2%　$17.8M
Add DIS
+47.9%　$14.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CB	Chubb Limited	Stock-Financials	18.16%	+3.53%	+25.20%
2	ALLY	Ally Financial INC	Stock-Financials	17.89%	+5.25%	+27.43%
3	DIS	Walt Disney Co/the	Stock-Comm Services	17.30%	+2.72%	+47.95%
4	ARW	Arrow Electronics INC	Stock-Tech	16.22%	+4.72%	—
5	NOV	Nov INC	Stock-Energy	14.99%	-9.14%	-33.55%
6	LEA	Lear CORP	Stock-Consumer Disc	12.31%	-7.54%	-40.94%
7	CROX	Crocs INC	Stock-Consumer Disc	0.59%	+0.59%	NEW
8	ALGT	Allegiant Travel Co	Stock-Other	0.37%	+0.16%	+25.46%
9	PBR-A	Petroleo Brasil-sp Pref Adr	Stock-Other	0.32%	-0.12%	-3.34%
10	BVN	Cia De Minas Buenaventur-adr	Stock-Other	0.32%	-0.07%	+6.36%
11	ABEV	Ambev Sa-adr	Stock-Consumer Staples	0.29%	+0.01%	—
12	TX	Ternium Sa-sponsored Adr	Stock-Other	0.27%	+0.04%	+11.35%
13	CX	Cemex Sab-spons Adr Part Cer	Stock-Other	0.25%	—	—
14	ATHM	Autohome Inc-adr	Stock-Other	0.23%	+0.05%	+20.29%
15	PYPL	Paypal Holdings INC	Stock-Financials	0.17%	-0.02%	—
16	INFY	Infosys Ltd-sp Adr	Stock-Tech	0.13%	—	+41.35%
17	PM	Philip Morris International	Stock-Consumer Staples	0.12%	+0.01%	+3.70%
18	TAP	Molson Coors Beverage Co - B	Stock-Consumer Staples	0.07%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+5.9%

Performance Last 4 Quarters

+37.6%

Stdev: +18.5%
Beta: +0.99
Alpha: +1.5%
Max Drawdown: -8.9%
Annualized Perf: +19.8%
Batting Avg vs S&P: +50%
Sortino: +2.04
Stutzer: +0.32
Treynor: +0.2
Sterling: +1.06
Calmar: +2.24
Information Ratio: +0.11
Tracking Error: +13.1%
Stdev Down: +9.8%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +43.3%
Worst 12 Months: +1.7%
Efficiency Ratio: +0.41
Sharpe: +1.08
Stdev Sectors: +10.7%
Skewness: -0.04
Kurtosis: -1.01
Upside Potential: +3.99

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	18	$414.8M	36	1CB 2ALLY 3DIS Top holdings2026-06-30 1.CB 2.ALLY 3.DIS 4.ARW 5.NOV 6.LEA 7.CROX 8.ALGT 9.PBR-A 10.BVN
2026-03-31	18	$393.3M	31	1NOV 2LEA 3CB Top holdings2026-03-31 1.NOV 2.LEA 3.CB 4.DIS 5.ALLY 6.ARW 7.PBR-A 8.BVN 9.ABEV 10.CX
2025-12-31	19	$352.7M	20	1NOV 2LEA 3DIS Top holdings2025-12-31 1.NOV 2.LEA 3.DIS 4.CB 5.ARW 6.LUV 7.ALGT 8.BVN 9.ALLY 10.PBR-A
2025-09-30	20	$320.3M	61	1NOV 2LEA 3DIS Top holdings2025-09-30 1.NOV 2.LEA 3.DIS 4.CB 5.ARW 6.LUV 7.BVN 8.EMBJ 9.CX 10.PBR-A
2025-06-30	19	$291.1M	0	1LEA 2DIS 3CB Top holdings2025-06-30 1.LEA 2.DIS 3.CB 4.ARW 5.LUV 6.EMBJ 7.BVN 8.PBR-A 9.ABEV 10.CX
2025-03-31	25	$342.2M	100	1CB 2LEA 3DIS Top holdings2025-03-31 1.CB 2.LEA 3.DIS 4.SSNC 5.ARW 6.LUV 7.EMBJ 8.BVN 9.PBR-A 10.ABEV
2024-12-31	29	$344.8M	0	1DIS 2CB 3MIDD Top holdings2024-12-31 1.DIS 2.CB 3.MIDD 4.SSNC 5.ARW 6.LUV 7.EMBJ 8.INFY 9.PBR-A 10.TX
2024-09-30	30	$473.0M	0	1CB 2SSNC 3ARW Top holdings2024-09-30 1.CB 2.SSNC 3.ARW 4.DIS 5.MIDD 6.LUV 7.BRK-B 8.EMBJ 9.INFY 10.TX
2024-06-30	29	$529.2M	0	1CB 2ARW 3SSNC Top holdings2024-06-30 1.CB 2.ARW 3.SSNC 4.BRK-B 5.LUV 6.DIS 7.MIDD 8.EMBJ 9.INFY 10.BVN
2024-03-31	30	$742.5M	0	1CB 2ARW 3SSNC Top holdings2024-03-31 1.CB 2.ARW 3.SSNC 4.DIS 5.BRK-B 6.LUV 7.MIDD 8.EMBJ 9.TX 10.PBR-A
2023-12-31	28	$728.6M	0	1CB 2C 3SSNC Top holdings2023-12-31 1.CB 2.C 3.SSNC 4.DIS 5.LUV 6.BRK-B 7.MIDD 8.EMBJ 9.BVN 10.PBR-A
2023-09-30	22	$649.1M	0	1CB 2BRK-B 3C Top holdings2023-09-30 1.CB 2.BRK-B 3.C 4.SSNC 5.LUV 6.DIS 7.EMBJ 8.PBR-A 9.TX 10.INFY
2023-06-30	22	$645.4M	0	1BRK-B 2CB 3C Top holdings2023-06-30 1.BRK-B 2.CB 3.C 4.LUV 5.SSNC 6.EMBJ 7.PBR-A 8.TX 9.INFY 10.BVN
2023-03-31	23	$629.7M	0	1BRK-B 2C 3SSNC Top holdings2023-03-31 1.BRK-B 2.C 3.SSNC 4.LUV 5.HPE 6.EMBJ 7.TX 8.INFY 9.PBR-A 10.BVN
2022-12-31	25	$566.5M	0	1BRK-B 2SSNC 3C Top holdings2022-12-31 1.BRK-B 2.SSNC 3.C 4.LUV 5.HPE 6.EMBJ 7.TX 8.INFY 9.BVN 10.PBR-A
2022-09-30	25	$504.6M	0	1BRK-B 2C 3LUV Top holdings2022-09-30 1.BRK-B 2.C 3.LUV 4.SSNC 5.HPE 6.TLK 7.EMBJ 8.PBR-A 9.TX 10.BVN
2022-06-30	29	$696.6M	0	1NOVEUR 2BRK-B 3C Top holdings2022-06-30 1.NOVEUR 2.BRK-B 3.C 4.LUV 5.SSNC 6.HPE 7.TKC 8.TLK 9.EMBJ 10.PBR-A
2022-03-31	28	$920.4M	0	1BRK-B 2NOVEUR 3C Top holdings2022-03-31 1.BRK-B 2.NOVEUR 3.C 4.LUV 5.SSNC 6.HPE 7.TX 8.EMBJ 9.TLK 10.BVN
2021-12-31	23	$770.6M	0	1BRK-B 2HPE 3NOVEUR Top holdings2021-12-31 1.BRK-B 2.HPE 3.NOVEUR 4.C 5.ABX 6.EMBJ 7.TKC 8.TLK 9.INFY 10.PBR-A
2021-09-30	26	$933.7M	0	1BRK-B 2C 3NOVEUR Top holdings2021-09-30 1.BRK-B 2.C 3.NOVEUR 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.INFY 9.TLK 10.TX
2021-06-30	26	$979.4M	12	1BRK-B 2NOVEUR 3C Top holdings2021-06-30 1.BRK-B 2.NOVEUR 3.C 4.HPE 5.ABX 6.SKMEUR 7.EMBJ 8.INFY 9.TX 10.TLK
2021-03-31	21	$965.3M	92	1BRK-B 2C 3HPE Top holdings2021-03-31 1.BRK-B 2.C 3.HPE 4.NOVEUR 5.ABX 6.SKMEUR 7.EMBJ 8.TX 9.INFY 10.PBR-A
2020-12-31	20	$2.1B	100	1BRK-B 2NOVEUR 3ABX Top holdings2020-12-31 1.BRK-B 2.NOVEUR 3.ABX 4.C 5.TKC 6.HPE 7.PBR-A 8.SKMEUR 9.BVN 10.INFY
2020-09-30	23	$927.2M	34	1ABX 2BRK-B 3TX Top holdings2020-09-30 1.ABX 2.BRK-B 3.TX 4.C 5.NOVEUR 6.HPE 7.INFY 8.SKMEUR 9.GM 10.BVN
2020-06-30	30	$860.7M	32	1ABX 2C 3SKMEUR Top holdings2020-06-30 1.ABX 2.C 3.SKMEUR 4.HPE 5.NOVEUR 6.BVN 7.INFY 8.TLK 9.PBR-A 10.GM
2020-03-31	29	$789.9M	52	1EMBJ 2ABX 3HPE Top holdings2020-03-31 1.EMBJ 2.ABX 3.HPE 4.C 5.SKMEUR 6.TLK 7.NOVEUR 8.GM 9.BVN 10.INFY
2019-12-31	30	$1.1B	30	10VVB 2HPE 3ABX Top holdings2019-12-31 1.0VVB 2.HPE 3.ABX 4.C 5.EMBJ 6.PBR-A 7.SKMEUR 8.BVN 9.GM 10.TLK
2019-09-30	30	$1.1B	10	1VIAB 2HPE 3ABX Top holdings2019-09-30 1.VIAB 2.HPE 3.ABX 4.C 5.PBR-A 6.EMBJ 7.GM 8.BVN 9.SKMEUR 10.TLK
2019-06-30	31	$1.0B	11	1VIAB 2HPE 3EMBJ Top holdings2019-06-30 1.VIAB 2.HPE 3.EMBJ 4.PBR-A 5.ABX 6.SKMEUR 7.BVN 8.C 9.GM 10.TLK
2019-03-31	31	$987.8M	75	1VIAB 2EMBJ 3HPE Top holdings2019-03-31 1.VIAB 2.EMBJ 3.HPE 4.PBR-A 5.ABX 6.BVN 7.GM 8.SKMEUR 9.C 10.TLK
2018-12-31	32	$1.8B	76	1C 2BVN 3VIAB Top holdings2018-12-31 1.C 2.BVN 3.VIAB 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.GM 9.PBR-A 10.TLK
2018-09-30	31	$974.1M	13	1VIAB 2HPE 3SKMEUR Top holdings2018-09-30 1.VIAB 2.HPE 3.SKMEUR 4.C 5.EMBJ 6.BVN 7.GM 8.PBR-A 9.ABX 10.TX
2018-06-30	30	$943.0M	21	1VIAB 2HPE 3GM Top holdings2018-06-30 1.VIAB 2.HPE 3.GM 4.ABX 5.C 6.EMBJ 7.SKMEUR 8.INFY 9.BVN 10.TX
2018-03-31	35	$1.2B	20	1VIAB 2HPE 3GM Top holdings2018-03-31 1.VIAB 2.HPE 3.GM 4.C 5.ABX 6.EMBJ 7.PBR-A 8.BVN 9.SKMEUR 10.INFY
2017-12-31	36	$1.3B	24	1C 2VIAB 3GM Top holdings2017-12-31 1.C 2.VIAB 3.GM 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.BVN 9.TX 10.PBR-A
2017-09-30	36	$1.2B	12	1C 2GM 3VIAB Top holdings2017-09-30 1.C 2.GM 3.VIAB 4.ABX 5.HPE 6.EMBJ 7.SKMEUR 8.BVN 9.TX 10.PBR-A
2017-06-30	34	$1.2B	50	1C 2GM 3VIAB Top holdings2017-06-30 1.C 2.GM 3.VIAB 4.ABX 5.HPE 6.SKMEUR 7.EMBJ 8.BVN 9.TX 10.INFY
2017-03-31	37	$1.1B	43	1C 2GM3855030 Top holdings2017-03-31 1.C 2.GM 3.855030 4.HPE 5.ABX 6.HPQ 7.SKMEUR 8.EMBJ 9.BVN 10.TX
2016-12-31	34	$1.3B	20	1C 2GM 3HPQ Top holdings2016-12-31 1.C 2.GM 3.HPQ 4.HPE 5.ABX 6.SKMEUR 7.BVN 8.EMBJ 9.TX 10.INFY
2016-09-30	33	$1.4B	12	1ABX 2C 3GM Top holdings2016-09-30 1.ABX 2.C 3.GM 4.HPQ 5.HPE 6.SKMEUR 7.BVN 8.EMBJ 9.TX 10.TLK
2016-06-30	33	$1.2B	28	1C 2GM 3ABX Top holdings2016-06-30 1.C 2.GM 3.ABX 4.HPQ 5.HPE 6.BVN 7.SKMEUR 8.EMBJ 9.TX 10.TLK
2016-03-31	38	$1.2B	28	1C 2GM3855030 Top holdings2016-03-31 1.C 2.GM 3.855030 4.HPE 5.ABX 6.HPQ 7.SKMEUR 8.EMBJ 9.BVN 10.TX
2015-12-31	40	$1.2B	49	1C 2GM3855030 Top holdings2015-12-31 1.C 2.GM 3.855030 4.HPE 5.MSFT 6.HPQ 7.ABX 8.EMBJ 9.TLK 10.SKMEUR
2015-09-30	37	$1.4B	28	1C 2GM 3MSFT Top holdings2015-09-30 1.C 2.GM 3.MSFT 4.HPE 5.855030 6.ABX 7.SKMEUR 8.EMBJ 9.INFY 10.TLK
2015-06-30	36	$1.7B	23	1C 2GM3855030 Top holdings2015-06-30 1.C 2.GM 3.855030 4.HPE 5.MSFT 6.ABX 7.EMBJ 8.SKMEUR 9.TLK 10.BVN
2015-03-31	35	$1.6B	15	1C 2GM3855030 Top holdings2015-03-31 1.C 2.GM 3.855030 4.MSFT 5.HPE 6.ABX 7.SKMEUR 8.INFY 9.EMBJ 10.BVN
2014-12-31	35	$1.7B	17	18550302C 3GM Top holdings2014-12-31 1.855030 2.C 3.GM 4.MSFT 5.HPE 6.ABX 7.SKMEUR 8.EMBJ 9.TKC 10.INFY
2014-09-30	36	$1.7B	36	1C 2MSFT 3GM Top holdings2014-09-30 1.C 2.MSFT 3.GM 4.855030 5.HPE 6.ABX 7.SKMEUR 8.EMBJ 9.INFY 10.PBR-A
2014-06-30	43	$2.4B	33	16778622C 3GM Top holdings2014-06-30 1.677862 2.C 3.GM 4.MSFT 5.HPE 6.ABX 7.855030 8.EMBJ 9.SKMEUR 10.PBR-A
2014-03-31	39	$2.1B	17	1HPE26778623MSFT Top holdings2014-03-31 1.HPE 2.677862 3.MSFT 4.C 5.ABX 6.CHKEUR 7.GM 8.EMBJ 9.PBR-A 10.SKMEUR
2013-12-31	37	$1.9B	44	1HPE 2C 3MSFT Top holdings2013-12-31 1.HPE 2.C 3.MSFT 4.677862 5.CHKEUR 6.GM 7.ABX 8.TLK 9.EMBJ 10.TX
2013-09-30	33	$2.0B	25	1C 2CHKEUR 3HPE Top holdings2013-09-30 1.C 2.CHKEUR 3.HPE 4.MSFT 5.GM 6.ABX 7.PBR-A 8.EMBJ 9.INFY 10.677862
2013-06-30	36	$1.5B	0	1C 2MSFT 3HPE Top holdings2013-06-30 1.C 2.MSFT 3.HPE 4.CHKEUR 5.ABX 6.GM 7.EMBJ 8.INFY 9.TX 10.PBR-A

Holding changes this quarter

Oldfield Partners LLP's most significant position changes for 2026-06-30: New buy: Crocs INC (CROX); Sold out: Oceaneering Intl INC (OII); Trim: Nov INC (NOV) — shares -33.55%; Trim: Lear CORP (LEA) — shares -40.94%; Add: Ally Financial INC (ALLY) — shares +27.43%.

Position changes disclosed by Oldfield Partners LLP for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ALLY	Ally Financial INC	+5.3%	+27.43%	Add
2	ARW	Arrow Electronics INC	+4.7%	—	Unchanged
3	CB	Chubb Limited	+3.5%	+25.20%	Add
4	DIS	Walt Disney Co/the	+2.7%	+47.95%	Add
5	CROX	Crocs INC	+0.6%	NEW	New buy
6	ALGT	Allegiant Travel Co	+0.2%	+25.46%	Add
7	ATHM	Autohome Inc-adr	+0.1%	+20.29%	Add
8	TX	Ternium Sa-sponsored Adr	0%	+11.35%	Add
9	ABEV	Ambev Sa-adr	0%	—	Unchanged
10	PM	Philip Morris International	0%	+3.70%	Add
11	INFY	Infosys Ltd-sp Adr	—	+41.35%	Add
12	CX	Cemex Sab-spons Adr Part Cer	—	—	Unchanged
13	TAP	Molson Coors Beverage Co - B	0%	—	Unchanged
14	PYPL	Paypal Holdings INC	0%	—	Unchanged
15	BVN	Cia De Minas Buenaventur-adr	-0.1%	+6.36%	Add
16	PBR-A	Petroleo Brasil-sp Pref Adr	-0.1%	-3.34%	Trim
17	OII	Oceaneering Intl INC	-0.2%	EXIT	Sold out
18	LEA	Lear CORP	-7.5%	-40.94%	Trim
19	NOV	Nov INC	-9.1%	-33.55%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-10	13F-HR	View on EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-01-09	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-06	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-23	13F-HR	View on EDGAR
2024-09-30	2024-10-21	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-04-23	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-26	13F-HR	View on EDGAR
2023-06-30	2023-07-12	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-01-25	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-07-13	13F-HR	View on EDGAR
2022-03-31	2022-04-20	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-10-06	13F-HR	View on EDGAR
2021-06-30	2021-08-25	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-05-04	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-10-22	13F-HR	View on EDGAR
2019-06-30	2019-07-18	13F-HR	View on EDGAR
2019-03-31	2019-04-23	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-02	13F-HR	View on EDGAR
2018-06-30	2018-08-02	13F-HR	View on EDGAR
2018-03-31	2018-04-25	13F-HR	View on EDGAR
2017-12-31	2018-01-17	13F-HR	View on EDGAR
2017-09-30	2017-11-02	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-05-04	Amendment	View on EDGAR
2017-03-31	2017-05-02	13F-HR	View on EDGAR
2016-12-31	2017-01-25	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-01-25	13F-HR	View on EDGAR
2015-09-30	2015-10-20	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-08	13F-HR	View on EDGAR
2014-12-31	2015-01-30	13F-HR	View on EDGAR
2014-09-30	2014-10-29	13F-HR	View on EDGAR
2014-06-30	2014-08-07	13F-HR	View on EDGAR
2014-03-31	2014-05-12	13F-HR	View on EDGAR
2013-12-31	2014-01-30	13F-HR	View on EDGAR
2013-09-30	2013-11-06	13F-HR	View on EDGAR
2013-06-30	2013-07-24	13F-HR	View on EDGAR

FAQ

What is Oldfield Partners LLP and what type of investor is it?

Oldfield Partners LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $414.8M, spread across 18 disclosed positions.

What are Oldfield Partners LLP's largest equity positions?

Based on the latest 13F filing, Oldfield Partners LLP's top holdings by market value are: 1. Chubb Limited (CB) — $75.3M (18.2%) 2. Ally Financial INC (ALLY) — $74.2M (17.9%) 3. Walt Disney Co/the (DIS) — $71.8M (17.3%) 4. Arrow Electronics INC (ARW) — $67.3M (16.2%) 5. Nov INC (NOV) — $62.2M (15.0%)

What changes did Oldfield Partners LLP make in its most recent portfolio filing?

In the latest reported quarter, Oldfield Partners LLP made 14 notable position adjustments: 1 new positions were initiated, 9 existing holdings were added to, 3 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Crocs INC (CROX); Sold out: Oceaneering Intl INC (OII); Trim: Nov INC (NOV) — shares -33.55%; Trim: Lear CORP (LEA) — shares -40.94%; Add: Ally Financial INC (ALLY) — shares +27.43%

What sectors does Oldfield Partners LLP focus on?

Oldfield Partners LLP is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 36.9% • Communication Services: 17.6% • Information Technology: 16.6% • Energy: 15.3% • Consumer Discretionary: 13.1% • Consumer Staples: 0.5%

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2020-09-30

Stale — no recent filing

Concentration8.4

Portfolio Stability54.4

Sector conviction43.3

AUM within 0.0% of this institution

View detail

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Altrinsic Global Advisors LLC

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Total reported value

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135 stks

2026-03-31

Concentration28.8

Portfolio Stability23.9

Sector conviction100.0

Also holds Chubb Limited as its largest position

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Mycio Wealth Partners, LLC

CIK 0001371726

Total reported value

$501.7M

49 stks

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Concentration100.0

Portfolio Stability5.6

Sector conviction100.0

Also holds Chubb Limited as its largest position

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Personal Cfo Solutions, LLC

CIK 0001677501

Total reported value

$711.9M

520 stks

2026-03-31

Concentration7.2

Portfolio Stability43.0

Sector conviction60.3

Also holds Chubb Limited as its largest position

View detail

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Oldfield Partners LLP Institutional Portfolio (13F)

CIK: 0001492815

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$414.8M

Reporting period: 2026-06-30 · Number of holdings: 18

Oldfield Partners LLP disclosed 18 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $414.8M and a quarterly turnover rate of 35.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "O"

Personality snowflake

Concentration: 63.59
Portfolio Stability: 35.57
Momentum/Contrarian: 100
Sector conviction: 70.55
Diversification: 36
Sizing Uniformity: 85.96

Position sizes vary widely across the portfolio (a coefficient of variation of 1.40), with a handful of outsized bets alongside many smaller positions.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/oldfield-partners-llp

Recent moves

Trim NOV
-33.6%　-$32.7M
Trim LEA
-40.9%　-$27.0M
Add ALLY
+27.4%　$24.5M
Add ARW
0.0%　$22.1M
Add CB
+25.2%　$17.8M
Add DIS
+47.9%　$14.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CB	Chubb Limited	Stock-Financials	18.16%	+3.53%	+25.20%
2	ALLY	Ally Financial INC	Stock-Financials	17.89%	+5.25%	+27.43%
3	DIS	Walt Disney Co/the	Stock-Comm Services	17.30%	+2.72%	+47.95%
4	ARW	Arrow Electronics INC	Stock-Tech	16.22%	+4.72%	—
5	NOV	Nov INC	Stock-Energy	14.99%	-9.14%	-33.55%
6	LEA	Lear CORP	Stock-Consumer Disc	12.31%	-7.54%	-40.94%
7	CROX	Crocs INC	Stock-Consumer Disc	0.59%	+0.59%	NEW
8	ALGT	Allegiant Travel Co	Stock-Other	0.37%	+0.16%	+25.46%
9	PBR-A	Petroleo Brasil-sp Pref Adr	Stock-Other	0.32%	-0.12%	-3.34%
10	BVN	Cia De Minas Buenaventur-adr	Stock-Other	0.32%	-0.07%	+6.36%
11	ABEV	Ambev Sa-adr	Stock-Consumer Staples	0.29%	+0.01%	—
12	TX	Ternium Sa-sponsored Adr	Stock-Other	0.27%	+0.04%	+11.35%
13	CX	Cemex Sab-spons Adr Part Cer	Stock-Other	0.25%	—	—
14	ATHM	Autohome Inc-adr	Stock-Other	0.23%	+0.05%	+20.29%
15	PYPL	Paypal Holdings INC	Stock-Financials	0.17%	-0.02%	—
16	INFY	Infosys Ltd-sp Adr	Stock-Tech	0.13%	—	+41.35%
17	PM	Philip Morris International	Stock-Consumer Staples	0.12%	+0.01%	+3.70%
18	TAP	Molson Coors Beverage Co - B	Stock-Consumer Staples	0.07%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+5.9%

Performance Last 4 Quarters

+37.6%

Stdev: +18.5%
Beta: +0.99
Alpha: +1.5%
Max Drawdown: -8.9%
Annualized Perf: +19.8%
Batting Avg vs S&P: +50%
Sortino: +2.04
Stutzer: +0.32
Treynor: +0.2
Sterling: +1.06
Calmar: +2.24
Information Ratio: +0.11
Tracking Error: +13.1%
Stdev Down: +9.8%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +43.3%
Worst 12 Months: +1.7%
Efficiency Ratio: +0.41
Sharpe: +1.08
Stdev Sectors: +10.7%
Skewness: -0.04
Kurtosis: -1.01
Upside Potential: +3.99

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	18	$414.8M	36	1CB 2ALLY 3DIS Top holdings2026-06-30 1.CB 2.ALLY 3.DIS 4.ARW 5.NOV 6.LEA 7.CROX 8.ALGT 9.PBR-A 10.BVN
2026-03-31	18	$393.3M	31	1NOV 2LEA 3CB Top holdings2026-03-31 1.NOV 2.LEA 3.CB 4.DIS 5.ALLY 6.ARW 7.PBR-A 8.BVN 9.ABEV 10.CX
2025-12-31	19	$352.7M	20	1NOV 2LEA 3DIS Top holdings2025-12-31 1.NOV 2.LEA 3.DIS 4.CB 5.ARW 6.LUV 7.ALGT 8.BVN 9.ALLY 10.PBR-A
2025-09-30	20	$320.3M	61	1NOV 2LEA 3DIS Top holdings2025-09-30 1.NOV 2.LEA 3.DIS 4.CB 5.ARW 6.LUV 7.BVN 8.EMBJ 9.CX 10.PBR-A
2025-06-30	19	$291.1M	0	1LEA 2DIS 3CB Top holdings2025-06-30 1.LEA 2.DIS 3.CB 4.ARW 5.LUV 6.EMBJ 7.BVN 8.PBR-A 9.ABEV 10.CX
2025-03-31	25	$342.2M	100	1CB 2LEA 3DIS Top holdings2025-03-31 1.CB 2.LEA 3.DIS 4.SSNC 5.ARW 6.LUV 7.EMBJ 8.BVN 9.PBR-A 10.ABEV
2024-12-31	29	$344.8M	0	1DIS 2CB 3MIDD Top holdings2024-12-31 1.DIS 2.CB 3.MIDD 4.SSNC 5.ARW 6.LUV 7.EMBJ 8.INFY 9.PBR-A 10.TX
2024-09-30	30	$473.0M	0	1CB 2SSNC 3ARW Top holdings2024-09-30 1.CB 2.SSNC 3.ARW 4.DIS 5.MIDD 6.LUV 7.BRK-B 8.EMBJ 9.INFY 10.TX
2024-06-30	29	$529.2M	0	1CB 2ARW 3SSNC Top holdings2024-06-30 1.CB 2.ARW 3.SSNC 4.BRK-B 5.LUV 6.DIS 7.MIDD 8.EMBJ 9.INFY 10.BVN
2024-03-31	30	$742.5M	0	1CB 2ARW 3SSNC Top holdings2024-03-31 1.CB 2.ARW 3.SSNC 4.DIS 5.BRK-B 6.LUV 7.MIDD 8.EMBJ 9.TX 10.PBR-A
2023-12-31	28	$728.6M	0	1CB 2C 3SSNC Top holdings2023-12-31 1.CB 2.C 3.SSNC 4.DIS 5.LUV 6.BRK-B 7.MIDD 8.EMBJ 9.BVN 10.PBR-A
2023-09-30	22	$649.1M	0	1CB 2BRK-B 3C Top holdings2023-09-30 1.CB 2.BRK-B 3.C 4.SSNC 5.LUV 6.DIS 7.EMBJ 8.PBR-A 9.TX 10.INFY
2023-06-30	22	$645.4M	0	1BRK-B 2CB 3C Top holdings2023-06-30 1.BRK-B 2.CB 3.C 4.LUV 5.SSNC 6.EMBJ 7.PBR-A 8.TX 9.INFY 10.BVN
2023-03-31	23	$629.7M	0	1BRK-B 2C 3SSNC Top holdings2023-03-31 1.BRK-B 2.C 3.SSNC 4.LUV 5.HPE 6.EMBJ 7.TX 8.INFY 9.PBR-A 10.BVN
2022-12-31	25	$566.5M	0	1BRK-B 2SSNC 3C Top holdings2022-12-31 1.BRK-B 2.SSNC 3.C 4.LUV 5.HPE 6.EMBJ 7.TX 8.INFY 9.BVN 10.PBR-A
2022-09-30	25	$504.6M	0	1BRK-B 2C 3LUV Top holdings2022-09-30 1.BRK-B 2.C 3.LUV 4.SSNC 5.HPE 6.TLK 7.EMBJ 8.PBR-A 9.TX 10.BVN
2022-06-30	29	$696.6M	0	1NOVEUR 2BRK-B 3C Top holdings2022-06-30 1.NOVEUR 2.BRK-B 3.C 4.LUV 5.SSNC 6.HPE 7.TKC 8.TLK 9.EMBJ 10.PBR-A
2022-03-31	28	$920.4M	0	1BRK-B 2NOVEUR 3C Top holdings2022-03-31 1.BRK-B 2.NOVEUR 3.C 4.LUV 5.SSNC 6.HPE 7.TX 8.EMBJ 9.TLK 10.BVN
2021-12-31	23	$770.6M	0	1BRK-B 2HPE 3NOVEUR Top holdings2021-12-31 1.BRK-B 2.HPE 3.NOVEUR 4.C 5.ABX 6.EMBJ 7.TKC 8.TLK 9.INFY 10.PBR-A
2021-09-30	26	$933.7M	0	1BRK-B 2C 3NOVEUR Top holdings2021-09-30 1.BRK-B 2.C 3.NOVEUR 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.INFY 9.TLK 10.TX
2021-06-30	26	$979.4M	12	1BRK-B 2NOVEUR 3C Top holdings2021-06-30 1.BRK-B 2.NOVEUR 3.C 4.HPE 5.ABX 6.SKMEUR 7.EMBJ 8.INFY 9.TX 10.TLK
2021-03-31	21	$965.3M	92	1BRK-B 2C 3HPE Top holdings2021-03-31 1.BRK-B 2.C 3.HPE 4.NOVEUR 5.ABX 6.SKMEUR 7.EMBJ 8.TX 9.INFY 10.PBR-A
2020-12-31	20	$2.1B	100	1BRK-B 2NOVEUR 3ABX Top holdings2020-12-31 1.BRK-B 2.NOVEUR 3.ABX 4.C 5.TKC 6.HPE 7.PBR-A 8.SKMEUR 9.BVN 10.INFY
2020-09-30	23	$927.2M	34	1ABX 2BRK-B 3TX Top holdings2020-09-30 1.ABX 2.BRK-B 3.TX 4.C 5.NOVEUR 6.HPE 7.INFY 8.SKMEUR 9.GM 10.BVN
2020-06-30	30	$860.7M	32	1ABX 2C 3SKMEUR Top holdings2020-06-30 1.ABX 2.C 3.SKMEUR 4.HPE 5.NOVEUR 6.BVN 7.INFY 8.TLK 9.PBR-A 10.GM
2020-03-31	29	$789.9M	52	1EMBJ 2ABX 3HPE Top holdings2020-03-31 1.EMBJ 2.ABX 3.HPE 4.C 5.SKMEUR 6.TLK 7.NOVEUR 8.GM 9.BVN 10.INFY
2019-12-31	30	$1.1B	30	10VVB 2HPE 3ABX Top holdings2019-12-31 1.0VVB 2.HPE 3.ABX 4.C 5.EMBJ 6.PBR-A 7.SKMEUR 8.BVN 9.GM 10.TLK
2019-09-30	30	$1.1B	10	1VIAB 2HPE 3ABX Top holdings2019-09-30 1.VIAB 2.HPE 3.ABX 4.C 5.PBR-A 6.EMBJ 7.GM 8.BVN 9.SKMEUR 10.TLK
2019-06-30	31	$1.0B	11	1VIAB 2HPE 3EMBJ Top holdings2019-06-30 1.VIAB 2.HPE 3.EMBJ 4.PBR-A 5.ABX 6.SKMEUR 7.BVN 8.C 9.GM 10.TLK
2019-03-31	31	$987.8M	75	1VIAB 2EMBJ 3HPE Top holdings2019-03-31 1.VIAB 2.EMBJ 3.HPE 4.PBR-A 5.ABX 6.BVN 7.GM 8.SKMEUR 9.C 10.TLK
2018-12-31	32	$1.8B	76	1C 2BVN 3VIAB Top holdings2018-12-31 1.C 2.BVN 3.VIAB 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.GM 9.PBR-A 10.TLK
2018-09-30	31	$974.1M	13	1VIAB 2HPE 3SKMEUR Top holdings2018-09-30 1.VIAB 2.HPE 3.SKMEUR 4.C 5.EMBJ 6.BVN 7.GM 8.PBR-A 9.ABX 10.TX
2018-06-30	30	$943.0M	21	1VIAB 2HPE 3GM Top holdings2018-06-30 1.VIAB 2.HPE 3.GM 4.ABX 5.C 6.EMBJ 7.SKMEUR 8.INFY 9.BVN 10.TX
2018-03-31	35	$1.2B	20	1VIAB 2HPE 3GM Top holdings2018-03-31 1.VIAB 2.HPE 3.GM 4.C 5.ABX 6.EMBJ 7.PBR-A 8.BVN 9.SKMEUR 10.INFY
2017-12-31	36	$1.3B	24	1C 2VIAB 3GM Top holdings2017-12-31 1.C 2.VIAB 3.GM 4.HPE 5.ABX 6.EMBJ 7.SKMEUR 8.BVN 9.TX 10.PBR-A
2017-09-30	36	$1.2B	12	1C 2GM 3VIAB Top holdings2017-09-30 1.C 2.GM 3.VIAB 4.ABX 5.HPE 6.EMBJ 7.SKMEUR 8.BVN 9.TX 10.PBR-A
2017-06-30	34	$1.2B	50	1C 2GM 3VIAB Top holdings2017-06-30 1.C 2.GM 3.VIAB 4.ABX 5.HPE 6.SKMEUR 7.EMBJ 8.BVN 9.TX 10.INFY
2017-03-31	37	$1.1B	43	1C 2GM3855030 Top holdings2017-03-31 1.C 2.GM 3.855030 4.HPE 5.ABX 6.HPQ 7.SKMEUR 8.EMBJ 9.BVN 10.TX
2016-12-31	34	$1.3B	20	1C 2GM 3HPQ Top holdings2016-12-31 1.C 2.GM 3.HPQ 4.HPE 5.ABX 6.SKMEUR 7.BVN 8.EMBJ 9.TX 10.INFY
2016-09-30	33	$1.4B	12	1ABX 2C 3GM Top holdings2016-09-30 1.ABX 2.C 3.GM 4.HPQ 5.HPE 6.SKMEUR 7.BVN 8.EMBJ 9.TX 10.TLK
2016-06-30	33	$1.2B	28	1C 2GM 3ABX Top holdings2016-06-30 1.C 2.GM 3.ABX 4.HPQ 5.HPE 6.BVN 7.SKMEUR 8.EMBJ 9.TX 10.TLK
2016-03-31	38	$1.2B	28	1C 2GM3855030 Top holdings2016-03-31 1.C 2.GM 3.855030 4.HPE 5.ABX 6.HPQ 7.SKMEUR 8.EMBJ 9.BVN 10.TX
2015-12-31	40	$1.2B	49	1C 2GM3855030 Top holdings2015-12-31 1.C 2.GM 3.855030 4.HPE 5.MSFT 6.HPQ 7.ABX 8.EMBJ 9.TLK 10.SKMEUR
2015-09-30	37	$1.4B	28	1C 2GM 3MSFT Top holdings2015-09-30 1.C 2.GM 3.MSFT 4.HPE 5.855030 6.ABX 7.SKMEUR 8.EMBJ 9.INFY 10.TLK
2015-06-30	36	$1.7B	23	1C 2GM3855030 Top holdings2015-06-30 1.C 2.GM 3.855030 4.HPE 5.MSFT 6.ABX 7.EMBJ 8.SKMEUR 9.TLK 10.BVN
2015-03-31	35	$1.6B	15	1C 2GM3855030 Top holdings2015-03-31 1.C 2.GM 3.855030 4.MSFT 5.HPE 6.ABX 7.SKMEUR 8.INFY 9.EMBJ 10.BVN
2014-12-31	35	$1.7B	17	18550302C 3GM Top holdings2014-12-31 1.855030 2.C 3.GM 4.MSFT 5.HPE 6.ABX 7.SKMEUR 8.EMBJ 9.TKC 10.INFY
2014-09-30	36	$1.7B	36	1C 2MSFT 3GM Top holdings2014-09-30 1.C 2.MSFT 3.GM 4.855030 5.HPE 6.ABX 7.SKMEUR 8.EMBJ 9.INFY 10.PBR-A
2014-06-30	43	$2.4B	33	16778622C 3GM Top holdings2014-06-30 1.677862 2.C 3.GM 4.MSFT 5.HPE 6.ABX 7.855030 8.EMBJ 9.SKMEUR 10.PBR-A
2014-03-31	39	$2.1B	17	1HPE26778623MSFT Top holdings2014-03-31 1.HPE 2.677862 3.MSFT 4.C 5.ABX 6.CHKEUR 7.GM 8.EMBJ 9.PBR-A 10.SKMEUR
2013-12-31	37	$1.9B	44	1HPE 2C 3MSFT Top holdings2013-12-31 1.HPE 2.C 3.MSFT 4.677862 5.CHKEUR 6.GM 7.ABX 8.TLK 9.EMBJ 10.TX
2013-09-30	33	$2.0B	25	1C 2CHKEUR 3HPE Top holdings2013-09-30 1.C 2.CHKEUR 3.HPE 4.MSFT 5.GM 6.ABX 7.PBR-A 8.EMBJ 9.INFY 10.677862
2013-06-30	36	$1.5B	0	1C 2MSFT 3HPE Top holdings2013-06-30 1.C 2.MSFT 3.HPE 4.CHKEUR 5.ABX 6.GM 7.EMBJ 8.INFY 9.TX 10.PBR-A

Holding changes this quarter

Position changes disclosed by Oldfield Partners LLP for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ALLY	Ally Financial INC	+5.3%	+27.43%	Add
2	ARW	Arrow Electronics INC	+4.7%	—	Unchanged
3	CB	Chubb Limited	+3.5%	+25.20%	Add
4	DIS	Walt Disney Co/the	+2.7%	+47.95%	Add
5	CROX	Crocs INC	+0.6%	NEW	New buy
6	ALGT	Allegiant Travel Co	+0.2%	+25.46%	Add
7	ATHM	Autohome Inc-adr	+0.1%	+20.29%	Add
8	TX	Ternium Sa-sponsored Adr	0%	+11.35%	Add
9	ABEV	Ambev Sa-adr	0%	—	Unchanged
10	PM	Philip Morris International	0%	+3.70%	Add
11	INFY	Infosys Ltd-sp Adr	—	+41.35%	Add
12	CX	Cemex Sab-spons Adr Part Cer	—	—	Unchanged
13	TAP	Molson Coors Beverage Co - B	0%	—	Unchanged
14	PYPL	Paypal Holdings INC	0%	—	Unchanged
15	BVN	Cia De Minas Buenaventur-adr	-0.1%	+6.36%	Add
16	PBR-A	Petroleo Brasil-sp Pref Adr	-0.1%	-3.34%	Trim
17	OII	Oceaneering Intl INC	-0.2%	EXIT	Sold out
18	LEA	Lear CORP	-7.5%	-40.94%	Trim
19	NOV	Nov INC	-9.1%	-33.55%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-10	13F-HR	View on EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-01-09	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-06	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-23	13F-HR	View on EDGAR
2024-09-30	2024-10-21	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-04-23	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-26	13F-HR	View on EDGAR
2023-06-30	2023-07-12	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-01-25	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-07-13	13F-HR	View on EDGAR
2022-03-31	2022-04-20	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-10-06	13F-HR	View on EDGAR
2021-06-30	2021-08-25	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-05-04	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-10-22	13F-HR	View on EDGAR
2019-06-30	2019-07-18	13F-HR	View on EDGAR
2019-03-31	2019-04-23	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-02	13F-HR	View on EDGAR
2018-06-30	2018-08-02	13F-HR	View on EDGAR
2018-03-31	2018-04-25	13F-HR	View on EDGAR
2017-12-31	2018-01-17	13F-HR	View on EDGAR
2017-09-30	2017-11-02	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-05-04	Amendment	View on EDGAR
2017-03-31	2017-05-02	13F-HR	View on EDGAR
2016-12-31	2017-01-25	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-01-25	13F-HR	View on EDGAR
2015-09-30	2015-10-20	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-08	13F-HR	View on EDGAR
2014-12-31	2015-01-30	13F-HR	View on EDGAR
2014-09-30	2014-10-29	13F-HR	View on EDGAR
2014-06-30	2014-08-07	13F-HR	View on EDGAR
2014-03-31	2014-05-12	13F-HR	View on EDGAR
2013-12-31	2014-01-30	13F-HR	View on EDGAR
2013-09-30	2013-11-06	13F-HR	View on EDGAR
2013-06-30	2013-07-24	13F-HR	View on EDGAR

FAQ

What is Oldfield Partners LLP and what type of investor is it?

What are Oldfield Partners LLP's largest equity positions?

What changes did Oldfield Partners LLP make in its most recent portfolio filing?

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Altrinsic Global Advisors LLC

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View detail

Mycio Wealth Partners, LLC

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View detail

Personal Cfo Solutions, LLC

CIK 0001677501

Total reported value

$711.9M

520 stks

2026-03-31

Concentration7.2

Portfolio Stability43.0

Sector conviction60.3

Also holds Chubb Limited as its largest position

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Developer Access

Access Oldfield Partners LLP's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/oldfield-partners-llp

CLI

npx alphasmo institutions get oldfield-partners-llp

Full API & MCP documentation →