account_balance
Investment manager · 13F filer · SEC CIK 1492815
Oldfield Partners LLP
Reported value$428Mas of Sep 30, 2026
Positions18 0 new, 0 sold out
Top 10 weight98.6%DIS alone is 24%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DISDisney Walt Co
24.2%Added +33%
CBChubb Limited
16.8%
ARWArrow Electrs Inc
16.5%
NOVNov Inc
14.7%
ALLYAlly Finl Inc
14.2%
LEALear Corp
10.5%
CROX0.7%PBRA0.4%BVN0.4%TXABEVATHMDISDisney Walt Co
24.2%Added +33%
CBChubb Limited
16.8%
ARWArrow Electrs Inc
16.5%
NOVNov Inc
14.7%
ALLYAlly Finl Inc
14.2%
LEALear Corp
10.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DIS Disney Walt Co 24.2% Added +33%CB Chubb Limited 16.8% HeldARW Arrow Electrs Inc 16.5% HeldNOV Nov Inc 14.7% HeldALLY Ally Finl Inc 14.2% HeldLEA Lear Corp 10.5% HeldCROX Crocs Inc 0.7% Added +21%PBRA Petroleo Brasileiro SA Petro 0.4% HeldBVN Compania de Minas Buenaventu 0.4% Added +7%TX Ternium SA 0.3% Trimmed −17%ABEV Ambev SA 0.3% HeldATHM Autohome Inc 0.2% Held
What changed