Oldfield Partners LLP
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 36.3% | $150,253,220 |
| Communication Services | 17.6% | $72,730,944 |
| Technology | 16.4% | $67,846,167 |
| Energy | 15.0% | $62,190,359 |
| Consumer Cyclical | 12.9% | $53,504,924 |
| Basic Materials | 0.8% | $3,467,950 |
| Consumer Defensive | 0.5% | $1,991,878 |
| Industrials | 0.4% | $1,527,741 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALLY | Ally Financial Inc. | +347,700 | 1,615,100 | $74,213,845 | |
| DIS | Walt Disney Co | +241,700 | 745,800 | $71,783,250 | |
| CB | Chubb Ltd | +44,500 | 221,100 | $75,337,614 | |
| INFY | Infosys Ltd | +15,560 | 53,193 | $557,994 | |
| ATHM | Autohome Inc. | +8,400 | 49,800 | $947,694 | |
| BVN | Buenaventura Mining Co Inc | +2,678 | 44,816 | $1,312,660 | |
| TX | Ternium S.A. | +2,666 | 26,161 | $1,117,074 | |
| ALGT | Allegiant Travel CO | +2,636 | 12,991 | $1,527,741 | |
| PM | Philip Morris International Inc. | +100 | 2,800 | $506,548 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CROX | Crocs, Inc. | 20,301 | $2,449,112 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CB |
Chubb Ltd
Financial Services
|
Added | 221,100 | $75,337,614 | 18.22% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Added | 1,615,100 | $74,213,845 | 17.95% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 745,800 | $71,783,250 | 17.36% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
Held | 315,300 | $67,288,173 | 16.27% | |
| NOV |
NOV Inc.
Energy
|
Reduced | 3,352,580 | $62,190,359 | 15.04% | |
| LEA |
Lear Corp
Consumer Cyclical
|
Reduced | 380,843 | $51,055,812 | 12.35% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
NEW | 20,301 | $2,449,112 | 0.59% | |
| ALGT |
Allegiant Travel CO
Industrials
|
Added | 12,991 | $1,527,741 | 0.37% | |
| BVN |
Buenaventura Mining Co Inc
Basic Materials
|
Added | 44,816 | $1,312,660 | 0.32% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
Held | 383,700 | $1,204,818 | 0.29% | |
| TX |
Ternium S.A.
Basic Materials
|
Added | 26,161 | $1,117,074 | 0.27% | |
| CX |
Cemex Sab De CV
Basic Materials
|
Held | 86,518 | $1,038,216 | 0.25% | |
| ATHM |
Autohome Inc.
Communication Services
|
Added | 49,800 | $947,694 | 0.23% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 16,252 | $701,761 | 0.17% | |
| INFY |
Infosys Ltd
Technology
|
Added | 53,193 | $557,994 | 0.13% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,800 | $506,548 | 0.12% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Held | 7,200 | $280,512 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.