- New Purchases: NOV,
- Added Positions: TKC,
- Reduced Positions: INFY, ERJ, BRK.B, PBR.A.PFD, TLK, C, HPE, GOLD, BVN, PM, ALGT, PGR, SYF,
- Sold Out: SKM, TX,
For the details of Oldfield Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/oldfield+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of Oldfield Partners LLP- Berkshire Hathaway Inc (BRK.B) - 471,253 shares, 18.28% of the total portfolio. Shares reduced by 9.45%
- Hewlett Packard Enterprise Co (HPE) - 6,407,591 shares, 13.11% of the total portfolio. Shares reduced by 8.86%
- NOV Inc (NOV) - 7,208,491 shares, 12.67% of the total portfolio. New Position
- Citigroup Inc (C) - 1,505,774 shares, 11.80% of the total portfolio. Shares reduced by 8.67%
- Barrick Gold Corp (GOLD) - 4,128,622 shares, 10.19% of the total portfolio. Shares reduced by 8.08%
Oldfield Partners LLP initiated holding in NOV Inc. The purchase prices were between $11.73 and $15.5, with an estimated average price of $13.7. The stock is now traded at around $15.720000. The impact to a portfolio due to this purchase was 12.67%. The holding were 7,208,491 shares as of 2021-12-31.
Sold Out: SK Telecom Co Ltd (SKM)Oldfield Partners LLP sold out a holding in SK Telecom Co Ltd. The sale prices were between $26.67 and $51.44, with an estimated average price of $46.19.
Sold Out: Ternium SA (TX)Oldfield Partners LLP sold out a holding in Ternium SA. The sale prices were between $37.72 and $47.02, with an estimated average price of $41.97.
Here is the complete portfolio of Oldfield Partners LLP. Also check out:
1. Oldfield Partners LLP's Undervalued Stocks
2. Oldfield Partners LLP's Top Growth Companies, and
3. Oldfield Partners LLP's High Yield stocks
4. Stocks that Oldfield Partners LLP keeps buying
