Kiltearn Partners LLP 13F Holdings

CIK 0001582633 · Edinburgh, X0

As of Sep 30, 2025, Kiltearn Partners LLP reported 28 positions worth $498.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AFFILIATED MANAGERS GROUP INCAMGFinancial Services283,814$67.7M13.56%
CVS HEALTH CORPCVSHealthcare530,168$40.0M8.01%
DOLLAR GENERAL CORPDGConsumer Defensive379,800$39.3M7.87%
COMCAST CORPCMCSACommunication Services1,084,861$34.1M6.83%
CIGNA GROUPCIHealthcare97,800$28.2M5.65%
SOUTHWEST AIRLINES COLUVIndustrials855,383$27.3M5.47%
AMBEV SAABEVConsumer Defensive11,045,700$24.6M4.94%
MEDTRONIC PLCMDTHealthcare216,561$20.6M4.13%
HCA HEALTHCARE INCHCAHealthcare42,700 8.2M3.65%
CARMAX INCKMXConsumer Cyclical376,600 6.9M3.39%
GILEAD SCIENCES INCGILDHealthcare145,800 6.2M3.24%
ROBERT HALF INCRHIIndustrials462,400 5.7M3.15%
VALE SAVALEBasic Materials1,394,936 5.1M3.04%
STANLEY BLACK & DECKER INCSWKIndustrials184,500 3.7M2.75%
EBAY INCEBAYConsumer Cyclical143,794 3.1M2.62%
LYONDELLBASELL INDUSTRIES NVLYBBasic Materials249,000 2.2M2.45%
SYSCO CORPSYYConsumer Defensive144,900 1.9M2.39%
SEALED AIR CORPSEEConsumer Cyclical335,500 1.9M2.38%
TENARIS SATSEnergy298,459 0.7M2.14%
LIBERTY GLOBAL PLCLBTYACommunication Services892,837 0.2M2.05%
FEDEX CORPFDXIndustrials32,200$7.6M1.52%
LKQ CORPLKQConsumer Cyclical230,900$7.1M1.41%
SOLVENTUM CORPSOLVHealthcare93,000$6.8M1.36%
HARLEY-DAVIDSON INCHOGConsumer Cyclical228,320$6.4M1.28%
NOV INCNOVEnergy478,100$6.3M1.27%