Kiltearn Partners LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Kiltearn Partners LLP held in its portfolio 28 assets valued at $461,659,057 (i.e. $461.66M).

The most valuable assets in the portfolio included: AFFILIATED MANAGERS GROUP IN ($68.15M), DOLLAR GEN CORP NEW ($42.02M), and CVS HEALTH CORP ($35.06M).

The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Kiltearn Partners LLP Portfolio

AFFILIATED MANAGERS GROUP IN

DOLLAR GEN CORP NEW

CVS HEALTH CORP

SOUTHWEST AIRLS CO

COMCAST CORP NEW

CIGNA CORP NEW

AMBEV SA

MEDTRONIC PLC

CARMAX INC

HCA HEALTHCARE INC

Kiltearn Partners LLP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AFFILIATED MANAGERS GROUP IN	236414	68153428	COM
DOLLAR GEN CORP NEW	316500	42021705	COM
CVS HEALTH CORP	441768	35058708	COM
SOUTHWEST AIRLS CO	713283	29479986	COM
COMCAST CORP NEW	968361	28944310	CL A
CIGNA CORP NEW	90413	24884370	COM
AMBEV SA	9445900	23331373	SPONSORED ADR
MEDTRONIC PLC	180761	17363902	SHS
CARMAX INC	442200	17086608	COM
HCA HEALTHCARE INC	35800	16713588	COM
VALE S A	1157336	15080088	SPONSORED ADS
LKQ CORP	495500	14964100	COM
GILEAD SCIENCES INC	121300	14888362	COM
STANLEY BLACK & DECKER INC	154500	11476260	COM
ROBERT HALF INC.	386500	10497340	COM
EBAY INC.	120194	10468897	COM
LYONDELLBASELL INDUSTRIES N	236900	10257770	SHS - A -
TENARIS S A	248859	9568629	COM
SYSCO CORP	121500	8953335	COM
LIBERTY GLOBAL PLC	746337	8314194	SHS CL A
FEDEX CORP	27200	7856992	COM
SOLVENTUM CORP	78909	6252749	COM SHS
NOV INC	397400	6211362	COM
UNITED PARCEL SERVICE INC	57500	5703425	CL B
EXXON MOBIL CORP	45583	5485458	COM
GENPACT LIMITED	108350	5068613	SHS
HARLEY DAVIDSON INC	193320	3961127	COM
PVH CORPORATION	53900	3612378	COM