Oldfield Partners LLP — 13F holdings

Oldfield Partners LLP reported 18 holdings worth $415M in its 13F filing for Q2 2026, filed July 10, 2026.

Largest positions

1. CB CHUBB LIMITED — $75.3M (18.2%)
2. ALLY ALLY FINL INC — $74.2M (17.9%)
3. DIS DISNEY WALT CO — $71.8M (17.3%)
4. ARW ARROW ELECTRS INC — $67.3M (16.2%)
5. NOV NOV INC — $62.2M (15.0%)
6. LEA LEAR CORP — $51.1M (12.3%)
7. CROX CROCS INC — $2.45M (0.6%)
8. ALGT ALLEGIANT TRAVEL CO — $1.53M (0.4%)
9. PBR.A PETROLEO BRASILEIRO SA PETRO — $1.32M (0.3%)
10. BVN COMPANIA DE MINAS BUENAVENTU — $1.31M (0.3%)