Oldfield Partners LLP: 13F holdings
CIK 14928152026Q2
| Positions | 18 |
|---|
| Reported value | $414.8m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 18 (+0 vs prior quarter) |
|---|
| Reported value | $414.8m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CHUBB LIMITED | 221,100 | $75.3m | 18.2% |
| ALLY ALLY FINL INC | 1,615,100 | $74.2m | 17.9% |
| DIS DISNEY WALT CO | 745,800 | $71.8m | 17.3% |
| ARW ARROW ELECTRS INC | 315,300 | $67.3m | 16.2% |
| NOV NOV INC | 3,352,580 | $62.2m | 15.0% |
| LEA LEAR CORP | 380,843 | $51.1m | 12.3% |
| CROX CROCS INC | 20,301 | $2.4m | 0.6% |
| ALGT ALLEGIANT TRAVEL CO | 12,991 | $1.5m | 0.4% |
| PBR.A PETROLEO BRASILEIRO SA PETRO | 90,002 | $1.3m | 0.3% |
| BVN COMPANIA DE MINAS BUENAVENTU | 44,816 | $1.3m | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1492815")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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