INFY β€” Infosys Ltd ADR

Ownership history in Oldfield Partners LLP  Β·  58 quarters on record

This page tracks every 13F SEC filing in which Oldfield Partners LLP reported a position in Infosys Ltd ADR (INFY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.68% (2020 Q2)
πŸ“Š Avg. % of fund
3.08%
πŸ“… First filed
2011 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
58

Position Intelligence

Oldfield Partners LLP Γ— INFY AI Analytics

πŸ“‰ Oldfield Partners LLP underperformed the S&P 500 by –14.9% annually on this INFY position. Timing score: 47% (27/57 decisions correct). Average cost basis: $7.17. Maximum drawdown during holding period: –34.2%.

πŸ“ˆ Position Alpha vs SPY
-14.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.9% ann.
11 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
27 of 57 add/trim decisions correct

πŸ’° Entry Quality
$7.17
+148.5% vs current ($17.82)

Best entry: $3.74 (2013 Q2)  Β·  Worst: $16.51 (2022 Q4)

πŸ›‘οΈ Drawdown Resilience
–34.2%
max drawdown while held

πŸ’ͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

25 adds Β· 33 trims. Bought during 12 of 24 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.19% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INFY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,633 -54,393 -59.1% 0.19% $671K $17.82
2025 Q3 REDUCED 92,026 -130,421 -58.6% 0.47% $1.5M $16.03
2025 Q2 REDUCED 222,447 -58,951 -20.9% 1.42% $4.1M $18.26
2025 Q1 REDUCED 281,398 -115,200 -29.0% 1.50% $5.1M $17.73
2024 Q4 REDUCED 396,598 -66,800 -14.4% 2.52% $8.7M $21.29
2024 Q3 REDUCED 463,398 -86,800 -15.8% 2.18% $10.3M $21.39
2024 Q2 REDUCED 550,198 -200,200 -26.7% 1.94% $10.2M $17.88
2024 Q1 REDUCED 750,398 -2,300 -0.3% 1.81% $13.5M $16.88
2023 Q4 REDUCED 752,698 -108,800 -12.6% 1.90% $13.8M $17.30
2023 Q3 REDUCED 861,498 -87,200 -9.2% 2.27% $14.7M $15.90
48 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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