The Analysis of Kiltearn Partners LLP's Holdings

Currently, Kiltearn Partners LLP holds 28 types of securities in its portfolio with a total value $461.7M. In the most recent quarter, they have increased their positions in LKQ (+264.6K shares, valued at $8.0M), PVH (+53.9K shares, valued at $3.6M), KMX (+65.6K shares, valued at $2.5M); decreased their positions in AMG (-47.4K shares, valued at $13.7M), DG (-63.3K shares, valued at $8.4M), CVS (-88.4K shares, valued at $7.0M); initiated new positions in PVH (+53.9K shares, valued at $3.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMG AFFILIATED MANAGERS GROUP IN236.4K shares-16.70%2025-12-312026-02-13

DG DOLLAR GEN CORP NEW316.5K shares-16.67%2025-12-312026-02-13

CVS CVS HEALTH CORP441.8K shares-16.67%2025-12-312026-02-13

LUV SOUTHWEST AIRLS CO713.3K shares-16.61%2025-12-312026-02-13

CMCSA COMCAST CORP NEW968.4K shares-10.74%2025-12-312026-02-13

CIGNA CORP NEW CIGNA CORP NEW90.4K shares-7.55%2025-12-312026-02-13

ABEV AMBEV SA9.4M shares-14.48%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC180.8K shares-16.53%2025-12-312026-02-13

Sponsored

KMX CARMAX INC442.2K shares17.42%2025-12-312026-02-13

HCA HCA HEALTHCARE INC35.8K shares-16.16%2025-12-312026-02-13

VALE VALE S A1.2M shares-17.03%2025-12-312026-02-13

LKQ LKQ CORP495.5K shares114.60%2025-12-312026-02-13

GILD GILEAD SCIENCES INC121.3K shares-16.80%2025-12-312026-02-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC154.5K shares-16.26%2025-12-312026-02-13

RHI ROBERT HALF INC.386.5K shares-16.41%2025-12-312026-02-13

EBAY EBAY INC.120.2K shares-16.41%2025-12-312026-02-13