KILTEARN PARTNERS LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABEV | 11.05M | $24.63M |
 | VALE | 1.39M | $15.15M |
 | CMCSA | 1.08M | $34.09M |
 | LUV | 855K | $27.30M |
 | CVS | 530K | $39.97M |
 | NOV | 478K | $6.33M |
 | RHI | 462K | $15.71M |
 | DG | 380K | $39.25M |
 | KMX | 377K | $16.90M |
 | SEE | 336K | $11.86M |
 | TS | 298K | $10.68M |
 | AMG | 284K | $67.67M |
 | LYB | 249K | $12.21M |
 | LKQ | 231K | $7.05M |
 | HOG | 228K | $6.37M |
 | MDT | 217K | $20.63M |
 | SWK | 185K | $13.71M |
 | GILD | 146K | $16.18M |
 | SYY | 145K | $11.93M |
 | EBAY | 144K | $13.08M |
Ambev S.A.
ABEV
Shares Held
11.05M
Value
$24.63M
Vale S.A.
VALE
Shares Held
1.39M
Value
$15.15M
Comcast Corporation
CMCSA
Shares Held
1.08M
Value
$34.09M
Southwest Airlines Co.
LUV
Shares Held
855K
Value
$27.30M
CVS Health Corporation
CVS
Shares Held
530K
Value
$39.97M
NOV Inc.
NOV
Shares Held
478K
Value
$6.33M
Robert Half International Inc.
RHI
Shares Held
462K
Value
$15.71M
Dollar General Corporation
DG
Shares Held
380K
Value
$39.25M
CarMax, Inc.
KMX
Shares Held
377K
Value
$16.90M
Sealed Air Corporation
SEE
Shares Held
336K
Value
$11.86M
Tenaris S.A.
TS
Shares Held
298K
Value
$10.68M
Affiliated Managers Group, Inc.
AMG
Shares Held
284K
Value
$67.67M
LyondellBasell Industries N.V.
LYB
Shares Held
249K
Value
$12.21M
LKQ Corporation
LKQ
Shares Held
231K
Value
$7.05M
Harley-Davidson, Inc.
HOG
Shares Held
228K
Value
$6.37M
Medtronic plc
MDT
Shares Held
217K
Value
$20.63M
Stanley Black & Decker, Inc.
SWK
Shares Held
185K
Value
$13.71M
Gilead Sciences, Inc.
GILD
Shares Held
146K
Value
$16.18M
Sysco Corporation
SYY
Shares Held
145K
Value
$11.93M
eBay Inc.
EBAY
Shares Held
144K
Value
$13.08M