Oldfield Partners LLP

Est. AUM

$393.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NOV INC	COM	$94.9M	5045332	24.13%	SOLE
2	LEAR CORP	COM NEW	$78.1M	644892	19.85%	SOLE
3	CHUBB LIMITED	COM	$57.6M	176600	14.63%	SOLE
4	DISNEY WALT CO	COM	$57.4M	504100	14.58%	SOLE
5	ALLY FINL INC	COM	$49.7M	1267400	12.64%	SOLE
6	ARROW ELECTRS INC	COM	$45.2M	315300	11.50%	SOLE
7	PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	$1.7M	93112	0.44%	SOLE
8	COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	$1.5M	42138	0.39%	SOLE
9	AMBEV SA	SPONSORED ADR	$1.1M	383700	0.28%	SOLE
10	CEMEX SAB DE CV	SPON ADR NEW	$994K	86518	0.25%	SOLE
11	TERNIUM SA	SPONSORED ADS	$897K	23495	0.23%	SOLE
12	ALLEGIANT TRAVEL CO	COM	$839K	10355	0.21%	SOLE
13	PAYPAL HLDGS INC	COM	$735K	16252	0.19%	SOLE
14	AUTOHOME INC	SP ADS RP CL A	$719K	41400	0.18%	SOLE
15	OCEANEERING INTL INC	COM	$690K	28729	0.18%	SOLE
16	INFOSYS LTD	SPONSORED ADR	$508K	37633	0.13%	SOLE
17	PHILIP MORRIS INTL INC	COM	$433K	2700	0.11%	SOLE
18	MOLSON COORS BEVERAGE CO	CL B	$310K	7200	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.