Kiltearn Partners LLP
CIK 1582633
13F filing for Q2 2026・No. 4,406
- Holdings
- US$412.12M
- Quarter change
- +US$40.46M
- Entries
- 29
- Net bought (estimate)
- +US$16.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 0
- Cut 17
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
29 stocks worth US$412.12M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMGAFFILIATED MANAGERS GROUP INCOM | Cut | 184,586 | US$62.46M | 15.16% |
| CVSCVS HEALTH CORPCOM | Cut | 345,471 | US$35.74M | 8.67% |
| LUVSOUTHWEST AIRLS COCOM | Added | 619,627 | US$31.86M | 7.73% |
| DGDOLLAR GEN CORP NEWCOM | Added | 274,047 | US$31.55M | 7.65% |
| AMBEV SASPONSORED ADR | Cut | 7,567,886 | US$23.76M | 5.77% |
| KMXCARMAX INCCOM | Added | 406,479 | US$21.5M | 5.22% |
| CICIGNA CORP NEWCOM | Cut | 73,833 | US$20.35M | 4.94% |
| CMCSACOMCAST CORP NEWCL A | Cut | 784,026 | US$19.25M | 4.67% |
| HCAHCA HEALTHCARE INCCOM | Added | 37,314 | US$14.55M | 3.53% |
| VALEVALE S ASPONSORED ADS | Cut | 909,672 | US$13.68M | 3.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.