Oldfield Partners
Latest statistics and disclosures from Oldfield Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HPQ, Citi, MSFT, Barrick Gold, PFE. These five stock positions account for 71.43% of Oldfield Partners's total stock portfolio.
- Added to shares of CHK (+$53.81M), Barrick Gold (+$49.23M), PBR.A (+$9.93M), PFE (+$9.85M), TX (+$9.79M), HPQ (+$7.30M), TLK (+$7.08M), TKC (+$5.43M), INFY, OGZPY.
- Reduced shares in these stocks: SKM (-$6.61M), Embraer S A (-$6.55M), Citi, LUKOY.
- As of March 31, 2013, Oldfield Partners has $2.00B in assets under management (AUM). Assets under management grew from a total value of $1.62B to $2.00B.
- Independent of market fluctuations, Oldfield Partners was a net buyer by $143.96M worth of stocks in the most recent quarter.
Oldfield Partners portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| HPQ | Hewlett-Packard Company | 16.51 | +2.00% | 13828880 | 23.84 | 24.21 |
| Citi | 15.33 | 6919124 | 44.24 | 0.00 | ||
| MSFT | Microsoft Corporation | 13.74 | 9591638 | 28.60 | 34.16 | |
| Barrick Gold | 13.17 | +23.00% | 8964554 | 29.33 | 0.00 | |
| PFE | Pfizer | 12.68 | +4.00% | 8768121 | 28.86 | 28.98 |
| CHK | Chesapeake Energy Corporation | 12.04 | +28.00% | 11776611 | 20.41 | 21.67 |
| Embraer S A | 2.94 | -10.00% | 1648103 | 35.67 | 0.00 | |
| INFY | Infosys Technologies | 2.43 | +9.00% | 899800 | 53.91 | 41.80 |
| PBR.A | Petroleo Brasileiro SA | 2.37 | +26.00% | 2611955 | 18.15 | 0.00 |
| TX | Ternium S.A. | 2.10 | +30.00% | 2060620 | 20.35 | 23.34 |
| TLK | PT Telekomunikasi Indonesia | 1.73 | +25.00% | 764854 | 45.08 | 49.60 |
| SKM | SK Tele | 1.67 | -16.00% | 1863754 | 17.87 | 21.39 |
| TKC | Turkcell Iletisim Hizmetleri A.S. | 1.29 | +26.00% | 1544076 | 16.64 | 15.87 |
| OGZPY | Gazprom OAO | 0.92 | +10.00% | 2138652 | 8.55 | 7.63 |
| LUKOY | LUKOIL | 0.38 | -3.00% | 117537 | 64.40 | 64.15 |
| Samsung Electronics Gdr | 0.32 | +8.00% | 9564 | 672.00 | 0.00 | |
| JNJ | Johnson & Johnson | 0.12 | 29803 | 81.53 | 86.82 | |
| PEP | Pepsi | 0.11 | 26773 | 79.11 | 82.54 | |
| HNZ | H.J. Heinz Company | 0.09 | 24874 | 72.27 | 72.46 | |
| NFX | Newfield Exploration | 0.02 | 14050 | 22.42 | 24.17 | |
| SONC | Sonic Corporation | 0.01 | 20900 | 12.88 | 12.98 | |
| LXK | Lexmark International | 0.01 | 9400 | 26.40 | 30.24 | |
| GES | Guess? | 0.01 | +20.00% | 11674 | 24.83 | 29.55 |
| NTZ | Natuzzi, S.p.A | 0.00 | 43400 | 2.24 | 2.05 |
Past 13F-HR SEC Filings for Oldfield Partners
- Oldfield Partners 2012 Q4 - filed Jan. 18, 2013
- Oldfield Partners 2012 Q3 - filed Oct. 26, 2012
- Oldfield Partners 2012 Q2 - filed July 20, 2012
- Oldfield Partners 2012 Q1 - filed April 26, 2012
- Oldfield Partners 2011 Q4 - filed Jan. 26, 2012
- Oldfield Partners 2011 Q3 - filed Oct. 6, 2011
- Horseman Capital Management 2011 Q2 - filed July 7, 2011
- Oldfield Partners 2011 Q1 - filed April 11, 2011
