John McEwing

Oldfield Partners Llp

Assets Managed

$414.831M

Holdings

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

5.47%(2Q avg: 8.49%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oldfield Partners Llp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Oldfield Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 414.831M in assets, with a quarterly growth rate of 5.47% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by John McEwing, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CB Chubb Ltd Recent Activity Increased 25.2%	18.17%	$75.338M 221,100 shares@ $340.74 avg price	Increased 25.2%
ALLY Ally Financial Inc Recent Activity Increased 27.44%	17.9%	$74.214M 1.615M shares@ $45.95 avg price	Increased 27.44%
DIS Walt Disney Co The Recent Activity Increased 47.95%	17.31%	$71.783M 745,800 shares@ $96.25 avg price	Increased 47.95%
ARW Arrow Electronics Inc Recent Activity	16.23%	$67.288M 315,300 shares@ $213.41 avg price
NOV Nov Inc Recent Activity Decreased -33.55%	15%	$62.19M 3.353M shares@ $18.55 avg price	Decreased -33.55%
LEA Lear Corp Recent Activity Decreased -40.94%	12.31%	$51.056M 380,843 shares@ $134.07 avg price	Decreased -40.94%
CROX Crocs Inc Recent Activity New Position	0.6%	$2.449M 20,301 shares@ $120.65 avg price	New Position
ALGT Allegiant Travel Co Recent Activity Increased 25.46%	0.37%	$1.528M 12,991 shares@ $117.61 avg price	Increased 25.46%
PBR.A Petroleo Brasil-sp Pref Adr Recent Activity Decreased -3.34%	0.32%	$1.318M 90,002 shares@ $14.65 avg price	Decreased -3.34%
BVN Cia De Minas Buenaventur-adr Recent Activity Increased 6.36%	0.32%	$1.313M 44,816 shares@ $29.3 avg price	Increased 6.36%

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