Kiltearn Partners LLP

Q1 2025 13F Holdings

  • Location
    edinburgh, X0
  • Num holdings

    29

  • Value ($000)

    $524,720

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001582633
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMG
AMG

AFFILIATED MANAGERS GROUP IN

COM
$54.71M
10 %

325,614

CMCSA
CMCSA

COMCAST CORP NEW

CL A
$42.30M
8 %

1,146,261

CVS
CVS

CVS HEALTH CORP

COM
$37.48M
7 %

553,168

DG
DG

DOLLAR GEN CORP NEW

COM
$32.77M
6 %

372,700

LUV
LUV

SOUTHWEST AIRLS CO

COM
$32.42M
6 %

965,383

CI
CI

CIGNA CORP NEW

COM
$31.22M
6 %

94,900

KMX
KMX

CARMAX INC

COM
$31.13M
6 %

399,500

ABEV
ABEV

AMBEV SA

SPONSORED ADR
$26.47M
5 %

11,361,500

MDT
MDT

MEDTRONIC PLC

SHS
$22.61M
4 %

251,561

LYB
LYB

LYONDELLBASELL INDUSTRIES N

SHS - A -
$19.07M
4 %

270,900

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