Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oldfield Partners LLP (CIK 1492815) reported $393.3M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NOV ($94.9M, 24.13%), LEA ($78.1M, 19.85%), CB ($57.6M, 14.63%), DIS ($57.4M, 14.58%), ALLY ($49.7M, 12.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOV | NOV INC | $94.9M | 24.13% | 5.0M | Hold |
| 2 | LEA | LEAR CORP | $78.1M | 19.85% | 644,892 | Added |
| 3 | CB | CHUBB LIMITED | $57.6M | 14.63% | 176,600 | Added |
| 4 | DIS | DISNEY WALT CO | $57.4M | 14.58% | 504,100 | Hold |
| 5 | ALLY | ALLY FINL INC | $49.7M | 12.64% | 1.3M | Added |
| 6 | ARW | ARROW ELECTRS INC | $45.2M | 11.50% | 315,300 | Trimmed |
| 7 | PBR/A | PETROLEO BRASILEIRO SA PETRO | $1.7M | 0.44% | 93,112 | Added |
| 8 | BVN | COMPANIA DE MINAS BUENAVENTU | $1.5M | 0.39% | 42,138 | Trimmed |
| 9 | ABEV | AMBEV SA | $1.1M | 0.28% | 383,700 | Hold |
| 10 | CX | CEMEX SAB DE CV | $994,091 | 0.25% | 86,518 | Hold |
| 11 | TX | TERNIUM SA | $897,274 | 0.23% | 23,495 | Hold |
| 12 | ALGT | ALLEGIANT TRAVEL CO | $839,169 | 0.21% | 10,355 | Trimmed |
| 13 | PYPL | PAYPAL HLDGS INC | $735,078 | 0.19% | 16,252 | New |
| 14 | ATHM | AUTOHOME INC | $719,118 | 0.18% | 41,400 | Added |
| 15 | OII | OCEANEERING INTL INC | $690,357 | 0.18% | 28,729 | Hold |
| 16 | INFY | INFOSYS LTD | $508,422 | 0.13% | 37,633 | Hold |
| 17 | PM | PHILIP MORRIS INTL INC | $433,080 | 0.11% | 2,700 | Hold |
| 18 | TAP | MOLSON COORS BEVERAGE CO | $310,032 | 0.08% | 7,200 | Hold |
| 19 | ERJ | EMBRAER S.A. | $0 | 0.00% | 0 | Exited |
| 20 | LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31