Investor
Oldfield Partners LLP
CIK 0001492815 · filed 2026-04-29 · SEC filing
13F book
$393.3M
Positions
18
1 new · 2 sold
Largest name
24.1%
NOV Inc. · NOV
Est. mark
$33.8M
Price effect on 17 names still held. Flow $6.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| NOV Inc. | NOV | 5.05M | $94.9M | 24.1% | $16M | Held |
| Lear Corp | LEA | 644.9K | $78.1M | 19.9% | $4.17M | Added$4.25M |
| Chubb Limited | — | 176.6K | $57.6M | 14.6% | $2.44M | Added$2.47M |
| Disney Walt Co | — | 504.1K | $57.4M | 14.6% | $0 | Held |
| Ally Finl Inc | — | 1.27M | $49.7M | 12.6% | −$164.8K | Added$48.5M |
| Arrow Electrs Inc | — | 315.3K | $45.2M | 11.5% | $10.5M | Cut$4.83M |
| Petroleo Brasileiro Sa Petro | — | 93.1K | $1.75M | 0.4% | $677.3K | Added$725.4K |
| Compania De Minas Buenaventu | — | 42.1K | $1.52M | 0.4% | $346K | Cut$151.6K |
| Ambev Sa | — | 383.7K | $1.12M | 0.3% | $172.7K | Held |
| Cemex Sab De Cv | — | 86.5K | $994.1K | 0.3% | $0 | Held |
| Ternium Sa | — | 23.5K | $897.3K | 0.2% | $0 | Held |
| Allegiant Travel Co | ALGT | 10.4K | $839.2K | 0.2% | −$43.8K | Cut−$534.5K |
| Paypal Hldgs Inc | — | 16.3K | $735.1K | 0.2% | — | New |
| Autohome Inc. | ATHM | 41.4K | $719.1K | 0.2% | −$174.6K | Added−$75.6K |
| Oceaneering Intl Inc | — | 28.7K | $690.4K | 0.2% | $0 | Held |
| Infosys Ltd | INFY | 37.6K | $508.4K | 0.1% | −$162.2K | Held |
| Philip Morris Intl Inc | — | 2.7K | $433.1K | 0.1% | $0 | Held |
| Molson Coors Beverage Co | — | 7.2K | $310K | 0.1% | −$26.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.