Oldfield Partners as of Sept. 30, 2013
Portfolio Holdings for Oldfield Partners
Oldfield Partners holds 19 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chesapeake Energy Corporation | 16.3 | $319M | 12M | 25.88 | |
| Citigroup (C) | 16.1 | $315M | 6.5M | 48.51 | |
| Hewlett-Packard Company | 14.0 | $274M | 13M | 20.99 | |
| Microsoft Corporation (MSFT) | 13.4 | $262M | 7.9M | 33.28 | |
| General Motors Company (GM) | 11.8 | $230M | 6.4M | 35.97 | |
| Barrick Gold Corp | 9.2 | $180M | 9.6M | 18.71 | |
| Petroleo Brasileiro SA (PBR.A) | 2.9 | $57M | 3.4M | 16.73 | |
| Embraer S A (ERJ) | 2.8 | $55M | 1.7M | 32.47 | |
| Infosys Technologies (INFY) | 2.6 | $52M | 1.1M | 48.11 | |
| Lukoil | 2.6 | $51M | 799k | 63.40 | |
| Ternium (TX) | 2.3 | $45M | 1.9M | 24.02 | |
| PT Telekomunikasi Indonesia (TLK) | 2.0 | $40M | 1.1M | 36.31 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 1.8 | $36M | 2.4M | 14.75 | |
| SK Tele | 1.8 | $36M | 1.6M | 22.70 | |
| Pfizer (PFE) | 0.1 | $2.5M | 88k | 28.72 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.6M | 18k | 86.69 | |
| Newfield Exploration | 0.0 | $554k | 20k | 27.36 | |
| Lexmark International | 0.0 | $356k | 11k | 32.96 | |
| Guess? (GES) | 0.0 | $398k | 13k | 29.87 |
