Kiltearn Partners LLP

Q3 2025 13F Holdings

  • Location
    edinburgh, X0
  • Num holdings

    28

  • Value ($000)

    $498,925

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMG
AMG

AFFILIATED MANAGERS GROUP IN

COM
008252108
$67.67 M
14 %

283,814

CVS
CVS

CVS HEALTH CORP

COM
126650100
$39.97 M
8 %

530,168

DG
DG

DOLLAR GEN CORP NEW

COM
256677105
$39.25 M
8 %

379,800

CMCSA
CMCSA

COMCAST CORP NEW

CL A
20030N101
$34.09 M
7 %

1,084,861

CI
CI

CIGNA CORP NEW

COM
125523100
$28.19 M
6 %

97,800

LUV
LUV

SOUTHWEST AIRLS CO

COM
844741108
$27.30 M
6 %

855,383

ABEV
ABEV

AMBEV SA

SPONSORED ADR
02319V103
$24.63 M
5 %

11,045,700

MDT
MDT

MEDTRONIC PLC

SHS
G5960L103
$20.63 M
4 %

216,561

HCA
HCA

HCA HEALTHCARE INC

COM
40412C101
$18.20 M
4 %

42,700

KMX
KMX

CARMAX INC

COM
143130102
$16.90 M
3 %

376,600

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