Kiltearn Partners LLP
Q2 2025 13F Holdings
- Locationedinburgh, X0
- Num holdings
27
- Value ($000)
$497,331
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001582633
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMG AFFILIATED MANAGERS GROUP IN | COM | 008252108 | $59.05M | 12 % | 300,114 | ||
DG DOLLAR GEN CORP NEW | COM | 256677105 | $43.96M | 9 % | 384,300 | ||
CMCSA COMCAST CORP NEW | CL A | 20030N101 | $37.78M | 8 % | 1,058,561 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $35.98M | 7 % | 521,668 | ||
CI CIGNA CORP NEW | COM | 125523100 | $29.72M | 6 % | 89,900 | ||
LUV SOUTHWEST AIRLS CO | COM | 844741108 | $28.94M | 6 % | 892,083 | ||
KMX CARMAX INC | COM | 143130102 | $26.31M | 5 % | 391,400 | ||
ABEV AMBEV SA | SPONSORED ADR | 02319V103 | $25.20M | 5 % | 10,455,700 | ||
MDT MEDTRONIC PLC | SHS | G5960L103 | $20.29M | 4 % | 232,761 | ||
LYB LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | $15.40M | 3 % | 266,200 |
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