Stock Taper 
KILTEARN PARTNERS LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ambev S.A. | ABEV | 7.57M | $23.76M |
 Vale S.A. | VALE | 909.67K | $13.68M |
 Comcast Corporation | CMCSA | 784.03K | $19.25M |
 Southwest Airlines Co. | LUV | 619.63K | $31.86M |
 LKQ Corporation | LKQ | 510.52K | $13.44M |
 CarMax, Inc. | KMX | 406.48K | $21.5M |
 Genpact Limited | G | 378K | $10.4M |
 CVS Health Corp. | CVS | 345.47K | $35.74M |
 Robert Half Inc. | RHI | 304.07K | $9.33M |
 Dollar General Corporation | DG | 274.05K | $31.55M |
 NOV Inc. | NOV | 251.64K | $4.67M |
 LyondellBasell Industries N.V. | LYB | 186.98K | $9.84M |
 Affiliated Managers Group, Inc. | AMG | 184.59K | $62.46M |
 Tenaris S.A. | TS | 173.77K | $9.64M |
 Versant Media Group, Inc. Class A | VSNT | 146.13K | $5.26M |
 Medtronic plc | MDT | 142.79K | $11.17M |
 Stanley Black & Decker, Inc. | SWK | 121.85K | $11.47M |
 NIKE, Inc. | NKE | 111.17K | $4.56M |
 Solventum Corporation | SOLV | 97.4K | $7.51M |
 Gilead Sciences, Inc. | GILD | 94.87K | $11.99M |