Investor
Kiltearn Partners LLP
CIK 0001582633 · filed 2026-05-14 · SEC filing
13F book
$371.7M
Positions
25
1 new · 4 sold
Largest name
14.5%
Affiliated Managers Group In
Est. mark
$7.77M
Price effect on 24 names still held. Flow −$97.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Affiliated Managers Group In | — | 195.1K | $54M | 14.5% | −$2.26M | Cut−$14.2M |
| Dollar Gen Corp New | — | 269.7K | $32M | 8.6% | −$3.79M | Cut−$10M |
| Cvs Health Corp | CVS | 365.1K | $26.2M | 7.1% | −$2.75M | Cut−$8.84M |
| Comcast Corp New | — | 800K | $23M | 6.2% | −$944K | Cut−$5.98M |
| Ambev Sa | — | 7.83M | $22.9M | 6.2% | $3.52M | Cut−$467.5K |
| Southwest Airls Co | — | 588.9K | $22.1M | 6.0% | −$2.21M | Cut−$7.36M |
| Cigna Group | CI | 74.6K | $19.9M | 5.4% | −$632.7K | Cut−$4.98M |
| Carmax Inc | KMX | 394.7K | $16.4M | 4.4% | $1.16M | Cut−$675K |
| Lyondellbasell Industries N | — | 194.8K | $15.7M | 4.2% | $7.26M | Cut$5.44M |
| Vale S.A. | VALE | 959.3K | $15.3M | 4.1% | $2.76M | Cut$182.9K |
| HCA Healthcare, Inc. | HCA | 30K | $14.2M | 3.8% | $191.4K | Cut−$2.52M |
| Lkq Corp | LKQ | 480.6K | $14.1M | 3.8% | −$398.9K | Cut−$848.9K |
| Gilead Sciences, Inc. | GILD | 100.4K | $14M | 3.8% | $1.67M | Cut−$895.6K |
| Medtronic Plc | MDT | 149.6K | $13M | 3.5% | −$1.41M | Cut−$4.4M |
| Tenaris S A | — | 204.9K | $11.9M | 3.2% | $4.04M | Cut$2.35M |
| Stanley Black & Decker, Inc. | SWK | 127.8K | $9.08M | 2.4% | −$411.5K | Cut−$2.39M |
| Robert Half Inc. | RHI | 320.8K | $8.15M | 2.2% | −$564.6K | Cut−$2.35M |
| Fedex Corp | FDX | 22.6K | $8.05M | 2.2% | $1.52M | Cut$192.7K |
| Solventum Corp | SOLV | 102.3K | $6.68M | 1.8% | −$1.1M | Added$427.4K |
| Exxon Mobil Corp | — | 37.6K | $6.38M | 1.7% | $1.85M | Cut$890.9K |
| NOV Inc. | NOV | 326.9K | $6.15M | 1.7% | $1.04M | Cut−$62.4K |
| United Parcel Service Inc | UPS | 47.6K | $4.68M | 1.3% | −$38.6K | Cut−$1.02M |
| Genpact Limited | — | 90.5K | $3.37M | 0.9% | −$862.9K | Cut−$1.7M |
| Pvh Corporation | — | 45.1K | $3.15M | 0.8% | $123.6K | Cut−$466.2K |
| Versant Media Group, Inc. | VSNT | 36.2K | $1.34M | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.