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Oldfield Partners LLP

CIK:0001492815
Asset Manager
$3B AUM
19 holdings
London, United Kingdom
Founded:2004
25 employees
Latest filing:Jun 30, 2025

Oldfield Partners LLP is a London-based, privately owned boutique investment firm founded in 2004. It is a classic value-focused asset manager overseeing nearly $2.9 billion in assets for a global client base including institutional investors. The firm is led by founder and executive chairman Richard Oldfield and is known for its experienced, collegiate team and rigorous, fundamental research-driven investment process. Oldfield Partners employs around 25 employees and maintains a discrete and patient culture dedicated to long-term investing.

Investment Strategy

Oldfield Partners pursues a classic contrarian value investing strategy, focusing on buying lowly-valued, fundamentally sound companies trading below intrinsic worth. The firm ignores index weights, relying on its own fundamental research to identify high-conviction stock ideas. Portfolios are built for diversification and risk control but always adhere to strict value principles: discipline, patience, and an emphasis on valuations over forecasts. The approach is to capitalize on market inefficiencies created by herd behavior and emotional, short-term market movements, emphasizing deep evaluation to avoid value traps. ESG factors and stewardship are integrated into long-term risk assessments and ongoing engagement with portfolio companies.

Latest 13F Filing Activity

Oldfield Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $291M. The fund increased holdings in Arrow Electrs Inc., Lear Corp., Disney Walt Co. among other positions. Oldfield Partners LLP reduced exposure to SS&C Technologies HLDGS Inc., Chubb Limited, Petroleo Brasileiro SA Petro among others.

Top Buys
A
ARWARROW ELECTRS INC
+$12.5M
L
LEALEAR CORP
+$4.3M
D
DISDISNEY WALT CO
+$452.0K
A
ATHMAUTOHOME INC
-$295.5K
A
ALLYALLY FINL INC
+$144.0K
Top Sells
S
SSNCSS&C TECHNOLOGIES HLDGS INC
-$44.2M
C
CBCHUBB LIMITED
-$9.2M
P
PBR-APETROLEO BRASILEIRO SA PETRO
-$1.8M
R
RYAAYRYANAIR HOLDINGS PLC
-$1.7M
E
ERJEMBRAER S.A.
-$1.5M

Top Holdings

L
LEALEAR CORP
+20.0%$58.1M
D
DISDISNEY WALT CO
+18.6%$54.1M
C
CBCHUBB LIMITED
+18.3%$53.2M
A
ARWARROW ELECTRS INC
+16.1%$46.8M
L
LUVSOUTHWEST AIRLS CO
+11.3%$32.8M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LEAR CORP19.98%$58.1M612,218$88.25$94.98+$4.3M
DISNEY WALT CO18.57%$54.1M435,900$82.85$124.01+$452.0K
CHUBB LIMITED18.28%$53.2M183,700$192.56$289.72-$9.2M
ARROW ELECTRS INC16.08%$46.8M367,300$128.87$127.43+$12.5M
SOUTHWEST AIRLS CO11.27%$32.8M1,011,000$42.85$32.44-$1.0M

Industry Allocation

SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+31.1%
OIL & GAS FIELD MACHINERY & EQUIPMENT
+19.7%
MOTOR VEHICLE PARTS & ACCESSORIES
+19.2%
FIRE, MARINE & CASUALTY INSURANCE
+15.6%
WHOLESALE-ELECTRONIC PARTS & EQUIPMENT, NEC
+13.9%