Kiltearn Partners LLP Top Holdings and 13F Report (2025) About Kiltearn Partners LLPInvestment ActivityKiltearn Partners LLP has $524.72 million in total holdings as of March 31, 2025.Kiltearn Partners LLP owns shares of 29 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 20.76% of the portfolio was sold this quarter.This quarter, Kiltearn Partners LLP has purchased 31 new stocks and bought additional shares in 1 stock.Kiltearn Partners LLP sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Affiliated Managers Group $54,712,920Comcast $42,297,031CVS Health $37,477,132Dollar General $32,771,511Southwest Airlines $32,417,561 Largest New Holdings this Quarter 911312106 - United Parcel Service $5,631,488 Holding Largest Purchases this Quarter United Parcel Service 51,200 shares (about $5.63M)SOLVENTUM CORP 27,100 shares (about $2.06M) Largest Sales this Quarter Affiliated Managers Group 55,200 shares (about $9.28M)Walgreens Boots Alliance 737,300 shares (about $8.24M)CVS Health 95,200 shares (about $6.45M)CarMax 78,800 shares (about $6.14M)Southwest Airlines 164,300 shares (about $5.52M) 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$54,712,920$9,275,256 ▼-14.5%325,61410.4%FinanceCMCSAComcast$42,297,031$4,151,250 ▼-8.9%1,146,2618.1%Consumer DiscretionaryCVSCVS Health$37,477,132$6,449,800 ▼-14.7%553,1687.1%MedicalDGDollar General$32,771,511$2,163,078 ▼-6.2%372,7006.2%Retail/WholesaleLUVSouthwest Airlines$32,417,561$5,517,194 ▼-14.5%965,3836.2%TransportationCIThe Cigna Group$31,222,100$2,105,600 ▼-6.3%94,9006.0%MedicalKMXCarMax$31,129,040$6,140,096 ▼-16.5%399,5005.9%Retail/WholesaleABEVAmbev$26,472,295$3,254,544 ▼-10.9%11,361,5005.0%Consumer StaplesMDTMedtronic$22,605,271$4,016,742 ▼-15.1%251,5614.3%MedicalLYBLyondellBasell Industries$19,071,360$2,365,440 ▼-11.0%270,9003.6%Basic MaterialsGILDGilead Sciences$16,359,300$549,045 ▼-3.2%146,0003.1%MedicalVALEVale$16,295,703$1,765,103 ▼-9.8%1,632,8363.1%Basic MaterialsHCAHCA Healthcare$14,754,985$2,418,850 ▼-14.1%42,7002.8%MedicalRHIRobert Half$14,657,585$2,171,090 ▼-12.9%268,7002.8%Business ServicesLBTYALiberty Global$12,990,612$2,194,957 ▼-14.5%1,128,6372.5%Computer and TechnologySYYSysco$12,644,240$1,155,616 ▼-8.4%168,5002.4%Consumer StaplesEBAYeBay$12,610,920$2,160,587 ▼-14.6%186,1942.4%Retail/WholesaleSWKStanley Black & Decker$12,369,992$1,268,520 ▼-9.3%160,9002.4%IndustrialsSEESealed Air$11,337,470$1,910,290 ▼-14.4%392,3002.2%IndustrialsPIIPolaris$10,206,342$1,019,406 ▼-9.1%249,3001.9%Auto/Tires/TrucksNOVNOV$8,434,924$1,438,290 ▼-14.6%554,2001.6%EnergySOLVENTUM CORP$7,649,624$2,060,684 ▲36.9%100,6001.5%COM SHSGGenpact$7,494,025$1,304,842 ▼-14.8%148,7501.4%Business ServicesXOMExxon Mobil$7,407,317$1,236,872 ▼-14.3%62,2831.4%EnergyFDXFedEx$7,215,888$1,145,766 ▼-13.7%29,6001.4%TransportationTSTenaris$6,725,316$4,716,666 ▼-41.2%171,9591.3%IndustrialsHOGHarley-Davidson$6,711,955$1,108,475 ▼-14.2%265,8201.3%Auto/Tires/TrucksUPSUnited Parcel Service$5,631,488$5,631,488 ▲New Holding51,2001.1%TransportationWBAWalgreens Boots Alliance$3,046,059$8,235,641 ▼-73.0%272,7000.6%Retail/WholesaleSUNRISE COMMUNICATIONS AG$0$14,227,041 ▼-100.0%00.0%ADS CL ACHKPCheck Point Software Technologies$0$8,345,490 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$5,098,076 ▼-100.0%00.0%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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