Kiltearn Partners LLP Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Kiltearn Partners LLPInvestment ActivityKiltearn Partners LLP has $1.08 billion in total holdings as of March 31, 2024.Kiltearn Partners LLP owns shares of 30 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 31.07% of the portfolio was sold this quarter.This quarter, Kiltearn Partners LLP has purchased 33 new stocks and bought additional shares in 4 stocks.Kiltearn Partners LLP sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Affiliated Managers Group $112,011,250Comcast $74,872,003CVS Health $68,514,526CarMax $62,882,298The Cigna Group $55,085,304 Largest Purchases this Quarter Ambev 4,300,000 shares (about $10.41M)Tenaris 247,559 shares (about $9.78M)Stanley Black & Decker 70,500 shares (about $6.73M)Sysco 18,300 shares (about $1.47M) Largest Sales this Quarter Wells Fargo & Company 630,500 shares (about $36.31M)Micron Technology 267,000 shares (about $33.19M)eBay 546,200 shares (about $28.55M)KT 1,670,500 shares (about $23.05M)Affiliated Managers Group 128,600 shares (about $21.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiltearn Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMGAffiliated Managers Group$112,011,250$21,333,454 ▼-16.0%675,21410.4%FinanceCMCSAComcast$74,872,003$4,278,736 ▼-5.4%1,770,8616.9%Consumer DiscretionaryCVSCVS Health$68,514,526$10,075,478 ▼-12.8%861,1686.3%Retail/WholesaleKMXCarMax$62,882,298$11,971,442 ▼-16.0%731,7005.8%Retail/WholesaleCIThe Cigna Group$55,085,304$5,169,936 ▼-8.6%151,3005.1%MedicalLUVSouthwest Airlines$53,191,726$18,853,198 ▼-26.2%1,822,8834.9%TransportationLYBLyondellBasell Industries$49,902,023$9,472,096 ▼-16.0%488,9004.6%Basic MaterialsCHKPCheck Point Software Technologies$49,333,284$9,380,388 ▼-16.0%300,3004.6%Computer and TechnologyHCAHCA Healthcare$46,215,400$10,662,553 ▼-18.7%140,0004.3%MedicalMUMicron Technology$37,334,748$33,188,100 ▼-47.1%300,3603.5%Computer and TechnologyEBAYeBay$36,578,232$28,549,874 ▼-43.8%699,7943.4%Retail/WholesaleLBTYALiberty Global$33,354,994$1,382,780 ▼-4.0%2,009,3373.1%Consumer DiscretionaryGOOGLAlphabet$32,201,979$6,172,953 ▼-16.1%207,1003.0%Computer and TechnologyTSTenaris$29,378,941$9,776,105 ▲49.9%743,9592.7%Industrial ProductsMDTMedtronic$29,052,584$5,412,644 ▼-15.7%333,8612.7%MedicalHOGHarley-Davidson$27,576,426$5,217,290 ▼-15.9%633,2132.5%Auto/Tires/TrucksSWKStanley Black & Decker$27,139,278$6,729,930 ▲33.0%284,3002.5%Industrial ProductsSTTState Street$26,620,350$4,928,550 ▼-15.6%344,6002.5%FinanceWBAWalgreens Boots Alliance$25,120,624$10,946,308 ▼-30.3%1,285,6002.3%Retail/WholesaleABEVAmbev$24,606,802$10,406,000 ▲73.3%10,168,1002.3%Consumer StaplesVALEVale$23,903,929$156,219 ▼-0.6%1,973,9002.2%Basic MaterialsSYYSysco$20,480,894$1,474,431 ▲7.8%254,2001.9%Consumer StaplesNOVNOV$20,442,690$94,560 ▼-0.5%1,037,7001.9%Business ServicesWFCWells Fargo & Company$19,898,436$36,312,591 ▼-64.6%345,4991.8%FinanceXOMExxon Mobil$19,336,458$7,300,176 ▼-27.4%165,2831.8%Oils/EnergyDOWDOW$18,083,904$3,414,036 ▼-15.9%310,4001.7%Basic MaterialsKTKT$17,606,178$23,052,900 ▼-56.7%1,275,8101.6%Computer and TechnologyFDXFedEx$15,295,098$2,717,261 ▼-15.1%54,6001.4%TransportationSEESealed Air$14,445,434$2,642,862 ▼-15.5%391,9001.3%Industrial ProductsAXPAmerican Express$11,499,540$14,703,606 ▼-56.1%50,5231.1%FinanceMHKMohawk Industries$0$28,245,150 ▼-100.0%00.0%Consumer DiscretionaryALVAutoliv$0$16,131,816 ▼-100.0%00.0%Auto/Tires/TrucksQRTEAQurate Retail$0$4,368,838 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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