Oldfield Partners as of Sept. 30, 2025
Portfolio Holdings for Oldfield Partners
Oldfield Partners holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nov (NOV) | 19.7 | $63M | 4.8M | 13.25 | |
| Lear Corp Com New (LEA) | 19.2 | $62M | 611k | 100.61 | |
| Walt Disney Company (DIS) | 15.6 | $50M | 435k | 114.50 | |
| Chubb (CB) | 15.6 | $50M | 177k | 282.25 | |
| Arrow Electronics (ARW) | 13.9 | $44M | 367k | 121.00 | |
| Southwest Airlines (LUV) | 8.6 | $28M | 863k | 31.91 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 1.3 | $4.0M | 166k | 24.33 | |
| Embraer Sponsored Ads (ERJ) | 0.9 | $3.0M | 50k | 60.45 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.8 | $2.6M | 291k | 8.99 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.8 | $2.4M | 205k | 11.82 | |
| Ternium Sa Sponsored Ads (TX) | 0.6 | $2.0M | 57k | 34.73 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.6 | $1.9M | 852k | 2.23 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 0.6 | $1.8M | 62k | 28.55 | |
| Infosys Sponsored Adr (INFY) | 0.5 | $1.5M | 92k | 16.27 | |
| Allegiant Travel Company (ALGT) | 0.4 | $1.1M | 19k | 60.77 | |
| Curiositystream Com Cl A (CURI) | 0.3 | $1.1M | 207k | 5.30 | |
| Ally Financial (ALLY) | 0.3 | $1.1M | 27k | 39.20 | |
| Oceaneering International (OII) | 0.2 | $712k | 29k | 24.78 | |
| Philip Morris International (PM) | 0.1 | $438k | 2.7k | 162.20 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $326k | 7.2k | 45.25 |
