KILTEARN PARTNERS LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABEV | 7.83M | $22.86M |
 | VALE | 959K | $15.26M |
 | CMCSA | 800K | $22.97M |
 | LUV | 589K | $22.12M |
 | LKQ | 481K | $14.12M |
 | KMX | 395K | $16.41M |
 | CVS | 365K | $26.22M |
 | NOV | 327K | $6.15M |
 | RHI | 321K | $8.15M |
 | DG | 270K | $32.02M |
 | TS | 205K | $11.92M |
 | AMG | 195K | $53.99M |
 | LYB | 195K | $15.69M |
 | MDT | 150K | $12.96M |
 | SWK | 128K | $9.08M |
 | SOLV | 102K | $6.68M |
 | GILD | 100K | $13.99M |
 | G | 91K | $3.37M |
 | CI | 75K | $19.90M |
 | UPS | 48K | $4.68M |
Ambev S.A.
ABEV
Shares Held
7.83M
Value
$22.86M
Vale S.A.
VALE
Shares Held
959K
Value
$15.26M
Comcast Corporation
CMCSA
Shares Held
800K
Value
$22.97M
Southwest Airlines Co.
LUV
Shares Held
589K
Value
$22.12M
LKQ Corporation
LKQ
Shares Held
481K
Value
$14.12M
CarMax, Inc.
KMX
Shares Held
395K
Value
$16.41M
CVS Health Corp.
CVS
Shares Held
365K
Value
$26.22M
NOV Inc.
NOV
Shares Held
327K
Value
$6.15M
Robert Half Inc.
RHI
Shares Held
321K
Value
$8.15M
Dollar General Corporation
DG
Shares Held
270K
Value
$32.02M
Tenaris S.A.
TS
Shares Held
205K
Value
$11.92M
Affiliated Managers Group, Inc.
AMG
Shares Held
195K
Value
$53.99M
LyondellBasell Industries N.V.
LYB
Shares Held
195K
Value
$15.69M
Medtronic plc
MDT
Shares Held
150K
Value
$12.96M
Stanley Black & Decker, Inc.
SWK
Shares Held
128K
Value
$9.08M
Solventum Corporation
SOLV
Shares Held
102K
Value
$6.68M
Gilead Sciences, Inc.
GILD
Shares Held
100K
Value
$13.99M
Genpact Limited
G
Shares Held
91K
Value
$3.37M
Cigna Corporation
CI
Shares Held
75K
Value
$19.90M
United Parcel Service, Inc.
UPS
Shares Held
48K
Value
$4.68M