Fund Universe

Oldfield Partners LLP

CIK 0001492815 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.772
AUM ($M)
415
Positions
18
Turnover
0.17
Top-10 wt
98%
Herfindahl
0.159
History (qtrs)
6
Excess Return
+104.7%

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Quarter
Activity this period
Security type

Holdings · 19 positions · portfolio value $415M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CB funds › CHUBB LIMITED ADD 18.2% +3.5% 75.3 221,100 +44,500 5
ALLY funds › ALLY FINL INC ADD 17.9% +5.2% 74.2 1,615,100 +347,700 5
DIS funds › DISNEY WALT CO ADD 17.3% +2.7% 71.8 745,800 +241,700 5
ARW funds › ARROW ELECTRS INC HOLD 16.2% +4.7% 67.3 315,300 +0 5
NOV funds › NOV INC TRIM 15.0% -9.1% 62.2 3,352,580 -1,692,752 4 +56.2%
LEA funds › LEAR CORP TRIM 12.3% -7.5% 51.1 380,843 -264,049 5
CROX funds › CROCS INC NEW 0.6% +0.6% 2.4 20,301 +20,301 1 +231.8%
ALGT funds › ALLEGIANT TRAVEL CO ADD 0.4% +0.2% 1.5 12,991 +2,636 5
PBRA funds › PETROLEO BRASILEIRO SA PETRO TRIM 0.3% -0.1% 1.3 90,002 -3,110 5
BVN funds › COMPANIA DE MINAS BUENAVENTU ADD 0.3% -0.1% 1.3 44,816 +2,678 5
ABEV funds › AMBEV SA HOLD 0.3% +0.0% 1.2 383,700 +0 5
TX funds › TERNIUM SA ADD 0.3% +0.0% 1.1 26,161 +2,666 5
CX funds › CEMEX SAB DE CV HOLD 0.3% -0.0% 1.0 86,518 +0 5
ATHM funds › AUTOHOME INC ADD 0.2% +0.0% 0.9 49,800 +8,400 5
PYPL funds › PAYPAL HLDGS INC HOLD 0.2% -0.0% 0.7 16,252 +0 2 +104.7%
INFY funds › INFOSYS LTD ADD 0.1% +0.0% 0.6 53,193 +15,560 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.5 2,800 +100 5
TAP funds › MOLSON COORS BEVERAGE CO HOLD 0.1% -0.0% 0.3 7,200 +0 5
OII funds › OCEANEERING INTL INC EXIT 0.0% -0.2% 0.0 0 -28,729 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 415 18 0.17 98% 0.159 0.771 in
2026Q1 393 18 0.14 99% 0.170 0.811 in
2025Q4 353 19 0.07 98% 0.168 0.861 in
2025Q3 320 20 0.20 96% 0.151 0.645 in
2025Q2 291 19 0.15 94% 0.149 0.731 entered
2025Q1 342 25 0.00 91% 0.122 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status