DIS β€” DISNEY WALT CO

Ownership history in Oldfield Partners LLP  Β·  10 quarters on record

AI Ownership Summary

Oldfield Partners LLP reported DISNEY WALT CO (DIS) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 18.57% in 2025 Q2. The latest visible filing shows DIS at 16.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oldfield Partners LLP's position in DISNEY WALT CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 16.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.57% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oldfield Partners LLP held DIS β€” position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 504,100 +68,900 +15.8% 16.26% $57.4M 2026-02-14 (Est.) $105.45
2025 Q3 REDUCED 435,200 -700 -0.2% 15.56% $49.8M 2025-11-10 $111.49
2025 Q2 REDUCED 435,900 -107,200 -19.7% 18.57% $54.1M 2025-08-06 $114.40
2025 Q1 ADDED 543,100 +8,400 +1.6% 15.66% $53.6M 2025-05-07 $100.97
2024 Q4 ADDED 534,700 +18,900 +3.7% 17.27% $59.5M 2025-01-23 $109.83
2024 Q3 REDUCED 515,800 -800 -0.2% 10.49% $49.6M 2024-10-21 $95.14
2024 Q2 REDUCED 516,600 -144,200 -21.8% 9.69% $51.3M 2024-08-09 $84.89
2024 Q1 REDUCED 660,800 -280,000 -29.8% 10.89% $80.9M 2024-04-23 $111.46
2023 Q4 ADDED 940,800 +50,800 +5.7% 11.66% $84.9M 2024-02-07 $97.17
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DIS

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.13% Hamrick Investment Counsel, llc 0.05%

FAQ About Oldfield Partners LLP and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oldfield Partners LLP reported owning DIS?

Oldfield Partners LLP reported DIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in Oldfield Partners LLP's portfolio?

The largest reported portfolio weight for DIS was 18.57% in 2025 Q2.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when Oldfield Partners LLP reported 504,100 shares, equal to 16.26% of portfolio, with an estimated market value of $57.4M.

What does the chart on this DIS ownership page compare?

The chart compares Oldfield Partners LLP's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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