Oldfield Partners LLP Boosts Stake in Walt Disney Company

Investment firm increases holdings in entertainment giant by 15.8% in Q4 2025

Mar. 24, 2026 at 10:38am

Oldfield Partners LLP, an investment management firm, grew its position in shares of The Walt Disney Company (NYSE:DIS) by 15.8% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 504,100 shares of the entertainment company's stock, worth approximately $57.35 million.

Why it matters

Walt Disney is a major player in the entertainment industry, with a diverse portfolio of media assets including film, television, theme parks, and consumer products. Institutional investors like Oldfield Partners closely monitor and adjust their positions in Disney, as the company's performance and strategic decisions can significantly impact its stock price and shareholder value.

The details

According to the SEC filing, Oldfield Partners acquired an additional 68,900 shares of Walt Disney during the fourth quarter of 2025, increasing its total stake in the company to 504,100 shares. This represents approximately 16.3% of Oldfield Partners' investment portfolio, making Walt Disney the firm's third-largest holding.

  • Oldfield Partners LLP filed the SEC report on March 24, 2026.

The players

Oldfield Partners LLP

An investment management firm based in the United Kingdom that focuses on long-term value investing.

The Walt Disney Company

A diversified global entertainment and media conglomerate headquartered in Burbank, California, known for its iconic intellectual property and family-oriented content.

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The takeaway

Oldfield Partners' increased stake in Walt Disney reflects the firm's confidence in the entertainment company's long-term growth potential, despite recent market volatility. As a major institutional investor, Oldfield Partners' position in Disney is closely watched by analysts and investors alike, as it may signal broader trends in the media and entertainment industry.