The Analysis of Kiltearn Partners LLP's Holdings
Currently, Kiltearn Partners LLP holds 28 types of securities in its portfolio with a total value $498.9M. In the most recent quarter, they have increased their positions in LKQ (+230.9K shares, valued at $7.1M), RHI (+133.5K shares, valued at $4.5M), CI (+7.9K shares, valued at $2.3M); decreased their positions in AMG (-16.3K shares, valued at $3.9M), EBAY (-28.2K shares, valued at $2.6M), MDT (-16.2K shares, valued at $1.5M); initiated new positions in LKQ (+230.9K shares, valued at $7.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMG AFFILIATED MANAGERS GROUP IN283.8K shares-5.43%2025-09-302025-11-13
CVS CVS HEALTH CORP530.2K shares1.63%2025-09-302025-11-13 DG DOLLAR GEN CORP NEW379.8K shares-1.17%2025-09-302025-11-13 CMCSA COMCAST CORP NEW1.1M shares2.48%2025-09-302025-11-13 CI CIGNA CORP NEW97.8K shares8.79%2025-09-302025-11-13 LUV SOUTHWEST AIRLS CO855.4K shares-4.11%2025-09-302025-11-13 ABEV AMBEV SA11.0M shares5.64%2025-09-302025-11-13 MDT MEDTRONIC PLC216.6K shares-6.96%2025-09-302025-11-13 HCA HCA HEALTHCARE INC42.7K shares8.10%2025-09-302025-11-13 KMX CARMAX INC376.6K shares-3.78%2025-09-302025-11-13 GILD GILEAD SCIENCES INC145.8K shares8.48%2025-09-302025-11-13 RHI ROBERT HALF INC.462.4K shares40.59%2025-09-302025-11-13 VALE VALE S A1.4M shares-7.22%2025-09-302025-11-13 SWK STANLEY BLACK & DECKER INC184.5K shares-6.77%2025-09-302025-11-13 EBAY EBAY INC.143.8K shares-16.40%2025-09-302025-11-13 LYB LYONDELLBASELL INDUSTRIES N249.0K shares-6.46%2025-09-302025-11-13 SYY SYSCO CORP144.9K shares-7.23%2025-09-302025-11-13 SEE SEALED AIR CORP NEW335.5K shares-7.68%2025-09-302025-11-13 TS TENARIS S A298.5K shares-6.60%2025-09-302025-11-13 LBTYA LIBERTY GLOBAL PLC892.8K shares-7.37%2025-09-302025-11-13 FDX FEDEX CORP32.2K shares4.21%2025-09-302025-11-13 LKQ LKQ CORP230.9K sharesnew addition2025-09-302025-11-13 SOLV SOLVENTUM CORP93.0K shares-6.53%2025-09-302025-11-13 HOG HARLEY DAVIDSON INC228.3K shares-7.87%2025-09-302025-11-13 NOV NOV INC478.1K shares-7.47%2025-09-302025-11-13 XOM EXXON MOBIL CORP53.8K shares-7.56%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC68.4K shares7.55%2025-09-302025-11-13 G GENPACT LIMITED129.9K shares-6.48%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available