KILTEARN PARTNERS LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABEV | 9.45M | $23.33M |
 | VALE | 1.16M | $15.08M |
 | CMCSA | 968K | $28.94M |
 | LUV | 713K | $29.48M |
 | LKQ | 496K | $14.96M |
 | KMX | 442K | $17.09M |
 | CVS | 442K | $35.06M |
 | NOV | 397K | $6.21M |
 | RHI | 387K | $10.50M |
 | DG | 317K | $42.02M |
 | TS | 249K | $9.57M |
 | LYB | 237K | $10.26M |
 | AMG | 236K | $68.15M |
 | HOG | 193K | $3.96M |
 | MDT | 181K | $17.36M |
 | SWK | 155K | $11.48M |
 | SYY | 122K | $8.95M |
 | GILD | 121K | $14.89M |
 | EBAY | 120K | $10.47M |
 | G | 108K | $5.07M |
Ambev S.A.
ABEV
Shares Held
9.45M
Value
$23.33M
Vale S.A.
VALE
Shares Held
1.16M
Value
$15.08M
Comcast Corporation
CMCSA
Shares Held
968K
Value
$28.94M
Southwest Airlines Co.
LUV
Shares Held
713K
Value
$29.48M
LKQ Corporation
LKQ
Shares Held
496K
Value
$14.96M
CarMax, Inc.
KMX
Shares Held
442K
Value
$17.09M
CVS Health Corporation
CVS
Shares Held
442K
Value
$35.06M
NOV Inc.
NOV
Shares Held
397K
Value
$6.21M
Robert Half International Inc.
RHI
Shares Held
387K
Value
$10.50M
Dollar General Corporation
DG
Shares Held
317K
Value
$42.02M
Tenaris S.A.
TS
Shares Held
249K
Value
$9.57M
LyondellBasell Industries N.V.
LYB
Shares Held
237K
Value
$10.26M
Affiliated Managers Group, Inc.
AMG
Shares Held
236K
Value
$68.15M
Harley-Davidson, Inc.
HOG
Shares Held
193K
Value
$3.96M
Medtronic plc
MDT
Shares Held
181K
Value
$17.36M
Stanley Black & Decker, Inc.
SWK
Shares Held
155K
Value
$11.48M
Sysco Corporation
SYY
Shares Held
122K
Value
$8.95M
Gilead Sciences, Inc.
GILD
Shares Held
121K
Value
$14.89M
eBay Inc.
EBAY
Shares Held
120K
Value
$10.47M
Genpact Limited
G
Shares Held
108K
Value
$5.07M