Holdings
Kiltearn Partners LLP
As of Jun 30, 2026, Kiltearn Partners LLP reported 26 positions worth US$389M. Largest: Affiliated Managers Group, Inc., Cvs Health Corporation and Southwest Airlines Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Affiliated Managers Group, Inc. | 185K | US$62.5M | −10,528 | Jun 30, 2026 |
| Cvs Health Corporation | 345K | US$35.7M | −19,597 | Jun 30, 2026 |
| Southwest Airlines Company | 620K | US$31.9M | +30,744 | Jun 30, 2026 |
| Dollar General Corporation | 274K | US$31.5M | +4,347 | Jun 30, 2026 |
| Ambev Sa | 7.57M | US$23.8M | −262K | Jun 30, 2026 |
| Carmax Inc | 406K | US$21.5M | +11,779 | Jun 30, 2026 |
| The Cigna Group | 73,833 | US$20.4M | −780 | Jun 30, 2026 |
| Comcast Corporation | 784K | US$19.2M | −15,935 | Jun 30, 2026 |
| Hca Healthcare, Inc. | 37,314 | US$14.5M | +7,314 | Jun 30, 2026 |
| Vale S.a. | 910K | US$13.7M | −49,664 | Jun 30, 2026 |