Oldfield Partners
Oldfield Partners Overstone International Value Fund
International Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Oldfield Partners for every strategy.
What it bought and sold
We replaced the company with Breedon, the UK-listed cement company.
In the third quarter we sold Siemens, the German technology company, as it approached our valuation target.
Also held
- Alibaba
- Samsung Electronics
- JD Wetherspoon
- Elmos Semiconductor
- Heineken Holding
- JDE Peet's