Oldfield Partners as of June 30, 2026
Portfolio Holdings for Oldfield Partners
Oldfield Partners holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 18.2 | $75M | 221k | 340.74 | |
| Ally Financial (ALLY) | 17.9 | $74M | 1.6M | 45.95 | |
| Walt Disney Company (DIS) | 17.3 | $72M | 746k | 96.25 | |
| Arrow Electronics (ARW) | 16.2 | $67M | 315k | 213.41 | |
| Nov (NOV) | 15.0 | $62M | 3.4M | 18.55 | |
| Lear Corp Com New (LEA) | 12.3 | $51M | 381k | 134.06 | |
| Crocs (CROX) | 0.6 | $2.4M | 20k | 120.64 | |
| Allegiant Travel Company (ALGT) | 0.4 | $1.5M | 13k | 117.60 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.3 | $1.3M | 90k | 14.64 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.3 | $1.3M | 45k | 29.29 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $1.2M | 384k | 3.14 | |
| Ternium Sa Sponsored Ads (TX) | 0.3 | $1.1M | 26k | 42.70 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.3 | $1.0M | 87k | 12.00 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 0.2 | $948k | 50k | 19.03 | |
| Paypal Holdings (PYPL) | 0.2 | $702k | 16k | 43.18 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $558k | 53k | 10.49 | |
| Philip Morris International (PM) | 0.1 | $507k | 2.8k | 180.91 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $281k | 7.2k | 38.96 |
