Oldfield Partners portfolio — 13F holdings Q2 2026
Oldfield Partners (Sam Ziff) reported 18 long positions worth $414.8 million as of 2026-06-30. Top holdings: Chubb Ltd, Ally Financial Inc., Walt Disney Co, ARROW ELECTRONICS, INC., NOV Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Chubb Ltd | 2026-06-30 | 75337614.00 USD | 18.16% | add | Original filing |
| Ally Financial Inc. | 2026-06-30 | 74213845.00 USD | 17.89% | add | Original filing |
| Walt Disney Co | 2026-06-30 | 71783250.00 USD | 17.30% | add | Original filing |
| ARROW ELECTRONICS, INC. | 2026-06-30 | 67288173.00 USD | 16.22% | hold | Original filing |
| NOV Inc. | 2026-06-30 | 62190359.00 USD | 14.99% | reduce | Original filing |
| LEAR CORP | 2026-06-30 | 51055813.00 USD | 12.31% | reduce | Original filing |
| Crocs, Inc. | 2026-06-30 | 2449113.00 USD | 0.59% | buy | Original filing |
| Allegiant Travel CO | 2026-06-30 | 1527742.00 USD | 0.37% | add | Original filing |
| PETROBRAS - PETROLEO BRASILEIRO SA | 2026-06-30 | 1317630.00 USD | 0.32% | reduce | Original filing |
| BUENAVENTURA MINING CO INC | 2026-06-30 | 1312661.00 USD | 0.32% | add | Original filing |
| AMBEV S.A. | 2026-06-30 | 1204818.00 USD | 0.29% | hold | Original filing |
| Ternium S.A. | 2026-06-30 | 1117075.00 USD | 0.27% | add | Original filing |
| CEMEX SAB DE CV | 2026-06-30 | 1038216.00 USD | 0.25% | hold | Original filing |
| Autohome Inc. | 2026-06-30 | 947694.00 USD | 0.23% | add | Original filing |
| PayPal Holdings, Inc. | 2026-06-30 | 701762.00 USD | 0.17% | hold | Original filing |
| Infosys Ltd | 2026-06-30 | 557995.00 USD | 0.13% | add | Original filing |
| Philip Morris International Inc. | 2026-06-30 | 506548.00 USD | 0.12% | add | Original filing |
| MOLSON COORS BEVERAGE CO | 2026-06-30 | 280512.00 USD | 0.07% | hold | Original filing |
| OCEANEERING INTERNATIONAL INC | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-07-10 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-04-29 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-01-09 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-10 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-06 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-07 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-01-23 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-10-21 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-09 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-04-23 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-07 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-10-26 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-07-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-01-25 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-10 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-07-13 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-04-20 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-08 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-10-06 00:00:00 | 13F-HR | Original filing |
| 2021-06-30 | 2021-08-25 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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