Oldfield Partners LLP reported 18 holdings worth US$415M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Oldfield Partners LLP reported 18 holdings worth US$415M as of Jun 30, 2026. Largest: Ally Financial Inc., Walt Disney Company (the) and Arrow Electronics, Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$415M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ally Financial Inc. | 1.62M | US$74.2M | 17.9% |
| Walt Disney Company (the) | 746K | US$71.8M | 17.3% |
| Arrow Electronics, Inc. | 315K | US$67.3M | 16.2% |
| Nov Inc. | 3.35M | US$62.2M | 15.0% |
| Lear Corporation | 381K | US$51.1M | 12.3% |
| Crocs, Inc. | 20,301 | US$2.45M | 0.59% |
| Allegiant Travel Company | 12,991 | US$1.53M | 0.37% |
| Petroleo Brasileiro Sa | 81,536 | US$1.32M | 0.32% |
| Compania De Minas Buenaventura Saa | 44,816 | US$1.31M | 0.32% |
| Ambev Sa | 384K | US$1.2M | 0.29% |
| Paypal Holdings, Inc. | 16,252 | US$702K | 0.17% |
| Infosys Limited | 53,193 | US$558K | 0.13% |
| Philip Morris International Inc | 2,800 | US$507K | 0.12% |
| Molson Coors Beverage Company | 7,200 | US$281K | 0.07% |
| Oceaneering International, Inc. | 0 | US$0 | 0.00% |