Universe · entity
Kiltearn Partners LLP
Institutional manager (13F) · CIK 1582633
13F holdings · as of 2026-03-31 · top 25 · reported portfolio $372M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AFFILIATED MANAGERS GROUP IN | $54M | 195,114 |
| 2 | DOLLAR GEN CORP NEW | $32M | 269,700 |
| 3 | CVS HEALTH CORP | $26M | 365,068 |
| 4 | COMCAST CORP NEW | $23M | 799,961 |
| 5 | AMBEV SA | $23M | 7,830,100 |
| 6 | SOUTHWEST AIRLS CO | $22M | 588,883 |
| 7 | CIGNA CORP NEW | $20M | 74,613 |
| 8 | CARMAX INC | $16M | 394,700 |
| 9 | LYONDELLBASELL INDUSTRIES N | $16M | 194,800 |
| 10 | VALE S A | $15M | 959,336 |
| 11 | HCA HEALTHCARE INC | $14M | 30,000 |
| 12 | LKQ CORP | $14M | 480,600 |
| 13 | GILEAD SCIENCES INC | $14M | 100,400 |
| 14 | MEDTRONIC PLC | $13M | 149,561 |
| 15 | TENARIS S A | $12M | 204,859 |
| 16 | STANLEY BLACK & DECKER INC | $9M | 127,800 |
| 17 | ROBERT HALF INC. | $8M | 320,800 |
| 18 | FEDEX CORP | $8M | 22,600 |
| 19 | SOLVENTUM CORP | $7M | 102,300 |
| 20 | EXXON MOBIL CORP | $6M | 37,583 |
| 21 | NOV INC | $6M | 326,900 |
| 22 | UNITED PARCEL SERVICE INC | $5M | 47,600 |
| 23 | GENPACT LIMITED | $3M | 90,550 |
| 24 | PVH CORPORATION | $3M | 45,100 |
| 25 | VERSANT MEDIA GROUP INC | $1M | 36,217 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.