Oldfield Partners LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    19

  • Value ($000)

    $291,086

  • Date Filed
    08/06/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LEA
LEA

LEAR CORP

CORP NEW
521865204
$58.15M
20 %

612,218

DIS
DIS

DISNEY WALT CO

COM
254687106
$54.06M
19 %

435,900

CB
CB

CHUBB LIMITED

COM
H1467J104
$53.22M
18 %

183,700

ARW
ARW

ARROW ELECTRS INC

COM
042735100
$46.81M
16 %

367,300

LUV
LUV

SOUTHWEST AIRLS CO

COM
844741108
$32.80M
11 %

1,011,000

ERJ
ERJ

EMBRAER S.A.

SPONSORED ADS
29082A107
$7.00M
2 %

122,948

BVN
BVN

COMPANIA DE MINAS BUENAVENTU

SPONSORED ADR
204448104
$6.65M
2 %

404,721

---

PETROLEO BRASILEIRO SA PETRO

SP ADR NON VTG
71654V101
$5.80M
2 %

502,177

ABEV
ABEV

AMBEV SA

SPONSORED ADR
02319V103
$5.01M
2 %

2,079,600

CX
CX

CEMEX SAB DE CV

SPON ADR NEW
151290889
$4.92M
2 %

710,017

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