1y return+29.5%S&P 500 +20.9%
3y return+76.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $222 against $209 in the S&P 500.2
Oldfield Partners LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Chubb LimitedCUSIP H1467J104 | $75.3M | 18.2% | +25.2% |
| ALLYAlly Finl Inc | $74.2M | 17.9% | +27.4% |
| DISDisney Walt Co | $71.8M | 17.3% | +47.9% |
| ARWArrow Electrs Inc | $67.3M | 16.2% | |
| NOVNov Inc | $62.2M | 15.0% | −33.6% |
| LEALear Corp | $51.1M | 12.3% | −40.9% |
| CROXCrocs Inc | $2.4M | 0.6% | New |
| ALGTAllegiant Travel Co | $1.5M | 0.4% | +25.5% |
| PBR/APetroleo Brasileiro Sa Petro | $1.3M | 0.3% | −3.3% |
| BVNCompania De Minas Buenaventu | $1.3M | 0.3% | +6.4% |
| ABEVAmbev Sa | $1.2M | 0.3% | |
| TXTernium Sa | $1.1M | 0.3% | +11.3% |
| CXCemex Sab De Cv | $1.0M | 0.3% | |
| ATHMAutohome Inc | $948K | 0.2% | +20.3% |
| PYPLPaypal Hldgs Inc | $702K | 0.2% | |
| INFYInfosys Ltd | $558K | 0.1% | +41.3% |
| PMPhilip Morris Intl Inc | $507K | 0.1% | +3.7% |
| TAPMolson Coors Beverage Co | $281K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BVNCompania De Minas Buenaventu | June 30, 2020 | +220.5% | $1.3M |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $507K |
| CXCemex Sab De Cv | March 31, 2025 | +113.9% | $1.0M |
| PBR/APetroleo Brasileiro Sa Petro | June 30, 2020 | +83.7% | $1.3M |
| Chubb LimitedCUSIP H1467J104 | June 30, 2023 | +77.0% | $75.3M |
| ALLYAlly Finl Inc | September 30, 2023 | +72.2% | $74.2M |
| ARWArrow Electrs Inc | March 31, 2024 | +64.8% | $67.3M |
| TXTernium Sa | September 30, 2022 | +55.9% | $1.1M |
| LEALear Corp | March 31, 2025 | +52.0% | $51.1M |
| NOVNov Inc | September 30, 2025 | +40.0% | $62.2M |
Sold off last quarter
- OIIOceaneering Intl Inc was $690K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | +6.8% | −4.6% |
| December 31, 2025 | +9.6% | +2.4% |
| September 30, 2025 | +0.2% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | +3.3% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +10.2% | +5.4% |
| June 30, 2024 | −7.3% | +4.0% |
| March 31, 2024 | +14.3% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −5.5% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +13.5% | +7.1% |
| June 30, 2022 | −19.3% | −16.5% |
| March 31, 2022 | +10.1% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oldfield Partners LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1492815&type=13F-HR&dateb=&owner=include&count=40CIK 1492815
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1492815/000149281526000004/Filed July 10, 2026 · accession 0001492815-26-000004