Portfolio (Quarterly) Guide ↗

Oldfield Partners LLP

· CIK 0001492815

13F Portfolio $393M AUM 18 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 3 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LUV	SOUTHWEST AIRLS CO	Industrials	857,300	$35.4M	10.04%	SOLD
2	EMBJ	EMBRAER S.A.	Industrials	15,631	$1.0M	0.28%	SOLD

Sector Allocation

Financial Services 27.6%

Energy 24.4%

Consumer Cyclical 19.9%

Communication Services 14.8%

Technology 11.7%

Basic Materials 0.9%

Consumer Defensive 0.5%

Industrials 0.2%