Kiltearn Partners LLP — 13F holdings

Kiltearn Partners LLP reported 29 holdings worth $412M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. AMG AFFILIATED MANAGERS GROUP IN — $62.5M (15.2%)
  2. CVS CVS HEALTH CORP — $35.7M (8.7%)
  3. LUV SOUTHWEST AIRLS CO — $31.9M (7.7%)
  4. DG DOLLAR GEN CORP NEW — $31.5M (7.7%)
  5. ABEV Ambev SA — $23.8M (5.8%)
  6. KMX CARMAX INC — $21.5M (5.2%)
  7. CI THE CIGNA GROUP — $20.4M (4.9%)
  8. CMCSA COMCAST CORP NEW — $19.2M (4.7%)
  9. HCA HCA HEALTHCARE INC — $14.5M (3.5%)
  10. VALE VALE S A — $13.7M (3.3%)