Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kiltearn Partners LLP (CIK 1582633) reported $371.7M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMG ($54.0M, 14.53%), DG ($32.0M, 8.62%), CVS ($26.2M, 7.05%), CMCSA ($23.0M, 6.18%), ABEV ($22.9M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMG | AFFILIATED MANAGERS GROUP IN | $54.0M | 14.53% | 195,114 | Trimmed |
| 2 | DG | DOLLAR GEN CORP NEW | $32.0M | 8.62% | 269,700 | Trimmed |
| 3 | CVS | CVS HEALTH CORP | $26.2M | 7.05% | 365,068 | Trimmed |
| 4 | CMCSA | COMCAST CORP NEW | $23.0M | 6.18% | 799,961 | Trimmed |
| 5 | ABEV | AMBEV SA | $22.9M | 6.15% | 7.8M | Trimmed |
| 6 | LUV | SOUTHWEST AIRLS CO | $22.1M | 5.95% | 588,883 | Trimmed |
| 7 | CI | CIGNA CORP NEW | $19.9M | 5.36% | 74,613 | Trimmed |
| 8 | KMX | CARMAX INC | $16.4M | 4.42% | 394,700 | Trimmed |
| 9 | LYB | LYONDELLBASELL INDUSTRIES N | $15.7M | 4.22% | 194,800 | Trimmed |
| 10 | VALE | VALE S A | $15.3M | 4.11% | 959,336 | Trimmed |
| 11 | HCA | HCA HEALTHCARE INC | $14.2M | 3.82% | 30,000 | Trimmed |
| 12 | LKQ | LKQ CORP | $14.1M | 3.80% | 480,600 | Trimmed |
| 13 | GILD | GILEAD SCIENCES INC | $14.0M | 3.76% | 100,400 | Trimmed |
| 14 | MDT | MEDTRONIC PLC | $13.0M | 3.49% | 149,561 | Trimmed |
| 15 | TS | TENARIS S A | $11.9M | 3.21% | 204,859 | Trimmed |
| 16 | SWK | STANLEY BLACK & DECKER INC | $9.1M | 2.44% | 127,800 | Trimmed |
| 17 | RHI | ROBERT HALF INC. | $8.1M | 2.19% | 320,800 | Trimmed |
| 18 | FDX | FEDEX CORP | $8.0M | 2.17% | 22,600 | Trimmed |
| 19 | SOLV | SOLVENTUM CORP | $6.7M | 1.80% | 102,300 | Added |
| 20 | XOM | EXXON MOBIL CORP | $6.4M | 1.72% | 37,583 | Trimmed |
| 21 | NOV | NOV INC | $6.1M | 1.65% | 326,900 | Trimmed |
| 22 | UPS | UNITED PARCEL SERVICE INC | $4.7M | 1.26% | 47,600 | Trimmed |
| 23 | G | GENPACT LIMITED | $3.4M | 0.91% | 90,550 | Trimmed |
| 24 | PVH | PVH CORPORATION | $3.1M | 0.85% | 45,100 | Trimmed |
| 25 | VERSANT MEDIA GROUP INC | $1.3M | 0.36% | 36,217 | New |
Source: SEC Form 13F filings · as of 2026-03-31