Kiltearn Partners LLP Top Holdings and 13F Report (2025) About Kiltearn Partners LLPInvestment ActivityKiltearn Partners LLP has $371.67 million in total holdings as of June 30, 2025.Kiltearn Partners LLP owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 27.62% of the portfolio was sold this quarter.This quarter, Kiltearn Partners LLP has purchased 28 new stocks and bought additional shares in 1 stock.Kiltearn Partners LLP sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Affiliated Managers Group $53,988,044Dollar General $32,021,481CVS Health $26,219,184Comcast $22,966,880Ambev $22,863,892 Largest New Holdings this Quarter 925283103 - VERSANT MEDIA GROUP INC $1,340,753 Holding Largest Purchases this Quarter SOLVENTUM CORP 23,391 shares (about $1.53M)VERSANT MEDIA GROUP INC 36,217 shares (about $1.34M) Largest Sales this Quarter Affiliated Managers Group 41,300 shares (about $11.43M)Dollar General 46,800 shares (about $5.56M)CVS Health 76,700 shares (about $5.51M)Comcast 168,400 shares (about $4.83M)Ambev 1,615,800 shares (about $4.72M) 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$53,988,044$11,427,710 â–¼-17.5%195,11414.5%FinanceDGDollar General$32,021,481$5,556,564 â–¼-14.8%269,7008.6%Retail/WholesaleCVSCVS Health$26,219,184$5,508,594 â–¼-17.4%365,0687.1%MedicalCMCSAComcast$22,966,880$4,834,764 â–¼-17.4%799,9616.2%Consumer DiscretionaryABEVAmbev$22,863,892$4,718,136 â–¼-17.1%7,830,1006.2%Consumer StaplesLUVSouthwest Airlines$22,124,334$4,673,708 â–¼-17.4%588,8836.0%TransportationCICigna Group$19,903,018$4,214,650 â–¼-17.5%74,6135.4%MedicalKMXCarMax$16,411,626$1,975,050 â–¼-10.7%394,7004.4%Retail/WholesaleLYBLyondellBasell Industries$15,693,088$3,391,576 â–¼-17.8%194,8004.2%Basic MaterialsVALEVale$15,263,036$3,150,180 â–¼-17.1%959,3364.1%Basic MaterialsHCAHCA Healthcare$14,197,200$2,744,792 â–¼-16.2%30,0003.8%MedicalLKQLKQ$14,115,222$437,613 â–¼-3.0%480,6003.8%Auto/Tires/TrucksGILDGilead Sciences$13,992,748$2,912,833 â–¼-17.2%100,4003.8%MedicalMDTMedtronic$12,959,461$2,703,480 â–¼-17.3%149,5613.5%MedicalTSTenaris$11,918,697$2,559,920 â–¼-17.7%204,8593.2%IndustrialsSWKStanley Black & Decker$9,081,468$1,897,302 â–¼-17.3%127,8002.4%IndustrialsRHIRobert Half$8,148,320$1,668,780 â–¼-17.0%320,8002.2%Business ServicesFDXFedEx$8,049,668$1,638,428 â–¼-16.9%22,6002.2%TransportationSOLVENTUM CORP$6,680,190$1,527,432 â–²29.6%102,3001.8%COM SHSXOMExxonMobil$6,376,332$1,357,280 â–¼-17.6%37,5831.7%EnergyNOVNOV$6,148,989$1,326,105 â–¼-17.7%326,9001.7%EnergyUPSUnited Parcel Service$4,682,888$973,962 â–¼-17.2%47,6001.3%TransportationGGenpact$3,372,988$663,050 â–¼-16.4%90,5500.9%Computer and TechnologyPVHPVH$3,146,176$613,888 â–¼-16.3%45,1000.8%Consumer DiscretionaryVERSANT MEDIA GROUP INC$1,340,753$1,340,753 â–²New Holding36,2170.4%COMEBAYeBay$0$10,468,897 â–¼-100.0%00.0%Retail/WholesaleSYYSysco$0$8,953,335 â–¼-100.0%00.0%Consumer StaplesLBTYALiberty Global$0$8,314,194 â–¼-100.0%00.0%UtilitiesHOGHarley-Davidson$0$3,961,127 â–¼-100.0%00.0%Auto/Tires/TrucksShowing 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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