Kiltearn Partners LLP: 13F holdings
CIK 15826332026Q2
| Positions | 29 |
|---|---|
| Reported value | $412.1m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMG AFFILIATED MANAGERS GROUP IN | 184,586 | $62.5m | 15.2% |
| CVS CVS HEALTH CORP | 345,471 | $35.7m | 8.7% |
| LUV SOUTHWEST AIRLS CO | 619,627 | $31.9m | 7.7% |
| DG DOLLAR GEN CORP NEW | 274,047 | $31.5m | 7.7% |
| ABEV AMBEV SA | 7,567,886 | $23.8m | 5.8% |
| KMX CARMAX INC | 406,479 | $21.5m | 5.2% |
| CI CIGNA CORP NEW | 73,833 | $20.4m | 4.9% |
| CMCSA COMCAST CORP NEW | 784,026 | $19.2m | 4.7% |
| HCA HCA HEALTHCARE INC | 37,314 | $14.5m | 3.5% |
| VALE VALE S A | 909,672 | $13.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1582633")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.