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Portfolio (Quarterly) Guide ↗

Oldfield Partners LLP

· CIK 0001492815
13F Portfolio $415M AUM 18 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 9 Added 3 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CROX CROCS INC Consumer Cyclical 20,301.0 $2.4M 0.59% NEW $120.64 +2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.3%
Communication Services 17.6%
Technology 16.4%
Energy 15.0%
Consumer Cyclical 12.9%
Basic Materials 0.8%
Consumer Defensive 0.5%
Industrials 0.4%