Oldfield Partners LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    19

  • Value ($000)

    $352,722

  • Date Filed
    01/09/2026
  • Form type
    13F-HR
  • CIK
    0001492815
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NOV

NOV INC

COM
62955J103
$78.86 M
22 %

5,045,332

L
LEA

LEAR CORP

COM NEW
521865204
$73.84 M
21 %

644,286

D
DIS

DISNEY WALT CO

COM
254687106
$57.35 M
16 %

504,100

C
CB

CHUBB LIMITED

COM
H1467J104
$55.09 M
16 %

176,500

A
ARW

ARROW ELECTRS INC

COM
042735100
$40.39 M
12 %

366,600

L
LUV

SOUTHWEST AIRLS CO

COM
844741108
$35.43 M
10 %

857,300

A
ALGT

ALLEGIANT TRAVEL CO

COM
01748X102
$1.37 M
0 %

16,110

B
BVN

COMPANIA DE MINAS BUENAVENTU

SPONSORED ADR
204448104
$1.37 M
0 %

49,120

A
ALLY

ALLY FINL INC

COM
02005N100
$1.23 M
0 %

27,200

---

PETROLEO BRASILEIRO SA PETRO

SP ADR NON VTG
71654V101
$1.02 M
0 %

90,542

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