Holders — by stockHoldings — by fund
Kiltearn Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001582633
$412.1M
disclosed book value
29
positions
15.2%
largest position share
Positions, as of 2026-06-30
top 29 of 29 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMGAFFILIATED MANAGERS GROUP IN | 184,586 | $62.5M | 15.2% |
| 2 | CVSCVS HEALTH CORP | 345,471 | $35.7M | 8.7% |
| 3 | LUVSOUTHWEST AIRLS CO | 619,627 | $31.9M | 7.7% |
| 4 | DGDOLLAR GEN CORP NEW | 274,047 | $31.5M | 7.7% |
| 5 | ABEVAMBEV SA | 7.6M | $23.8M | 5.8% |
| 6 | KMXCARMAX INC | 406,479 | $21.5M | 5.2% |
| 7 | CICIGNA CORP NEW | 73,833 | $20.4M | 4.9% |
| 8 | CMCSACOMCAST CORP NEW | 784,026 | $19.2M | 4.7% |
| 9 | HCAHCA HEALTHCARE INC | 37,314 | $14.5M | 3.5% |
| 10 | VALEVALE S A | 909,672 | $13.7M | 3.3% |
| 11 | LKQLKQ CORP | 510,520 | $13.4M | 3.3% |
| 12 | GILDGILEAD SCIENCES INC | 94,871 | $12.0M | 2.9% |
| 13 | SWKSTANLEY BLACK & DECKER INC | 121,847 | $11.5M | 2.8% |
| 14 | MDTMEDTRONIC PLC | 142,788 | $11.2M | 2.7% |
| 15 | GGENPACT LIMITED | 378,005 | $10.4M | 2.5% |
| 16 | LYBLYONDELLBASELL INDUSTRIES N | 186,982 | $9.8M | 2.4% |
| 17 | TSTENARIS S A | 173,766 | $9.6M | 2.3% |
| 18 | RHIROBERT HALF INC. | 304,068 | $9.3M | 2.3% |
| 19 | SOLVSOLVENTUM CORP | 97,403 | $7.5M | 1.8% |
| 20 | FDXFEDEX CORP | 21,559 | $6.8M | 1.6% |
| 21 | VSNTVERSANT MEDIA GROUP INC | 146,131 | $5.3M | 1.3% |
| 22 | UPSUNITED PARCEL SERVICE INC | 45,341 | $4.9M | 1.2% |
| 23 | NOVNOV INC | 251,641 | $4.7M | 1.1% |
| 24 | NKENIKE, INC. | 111,171 | $4.6M | 1.1% |
| 25 | XOMEXXON MOBIL CORP | 28,892 | $4.0M | 1% |
| 26 | PVHPVH CORPORATION | 49,402 | $3.7M | 0.9% |
| 27 | QSRRESTAURANT BRANDS INTERNATIONAL | 50,394 | $3.7M | 0.9% |
| 28 | BKNGBOOKING HOLDINGS | 19,653 | $3.5M | 0.8% |
| 29 | FDXFFEDEX FREIGHT | 11,439 | $1.7M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.