Filed: 11/13/2025ACC: 0000929638-25-004235
📋 What this filing means
KILTEARN PARTNERS LLP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $498.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$498.92M
Total AUM (reported)
20.48M
Total Shares
Allocation by class
COM$364.04M73.0%
CL A$34.09M6.8%
SHS$26.07M5.2%
SPONSORED ADR$24.63M4.9%
SPONSORED ADS$15.15M3.0%
SHS - A -$12.21M2.4%
SHS CL A$10.23M2.1%
Portfolio Concentration
Top 3$146.89M29.4%
4–10$169.93M34.1%
11–25$164.89M33.0%
Rest$17.22M3.5%
Top 3 weight
29.4%
Top 10 weight
63.5%
Voting Authority Distribution
Total shares with voting rights: 20.48M
Sole
Full voting authority
20.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
AFFILIATED MANAGERS GROUP IN
SOLEShares283.81K
TypeSH
Market value$67.67M
13.56%
Sole
283.81K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares530.17K
TypeSH
Market value$39.97M
8.01%
Sole
530.17K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares379.80K
TypeSH
Market value$39.25M
7.87%
Sole
379.80K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares1.08M
TypeSH
Market value$34.09M
6.83%
Sole
1.08M
Shared
0.00
None
0.00
CIGNA CORP NEW
SOLEShares97.80K
TypeSH
Market value$28.19M
5.65%
Sole
97.80K
Shared
0.00
None
0.00
SOUTHWEST AIRLS CO
SOLEShares855.38K
TypeSH
Market value$27.30M
5.47%
Sole
855.38K
Shared
0.00
None
0.00
AMBEV SA
SOLEShares11.05M
TypeSH
Market value$24.63M
4.94%
Sole
11.05M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares216.56K
TypeSH
Market value$20.63M
4.13%
Sole
216.56K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares42.70K
TypeSH
Market value$18.20M
3.65%
Sole
42.70K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares376.60K
TypeSH
Market value$16.90M
3.39%
Sole
376.60K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares145.80K
TypeSH
Market value$16.18M
3.24%
Sole
145.80K
Shared
0.00
None
0.00
ROBERT HALF INC.
SOLEShares462.40K
TypeSH
Market value$15.71M
3.15%
Sole
462.40K
Shared
0.00
None
0.00
VALE S A
SOLEShares1.39M
TypeSH
Market value$15.15M
3.04%
Sole
1.39M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares184.50K
TypeSH
Market value$13.71M
2.75%
Sole
184.50K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares143.79K
TypeSH
Market value$13.08M
2.62%
Sole
143.79K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares249K
TypeSH
Market value$12.21M
2.45%
Sole
249K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares144.90K
TypeSH
Market value$11.93M
2.39%
Sole
144.90K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares335.50K
TypeSH
Market value$11.86M
2.38%
Sole
335.50K
Shared
0.00
None
0.00
TENARIS S A
SOLEShares298.46K
TypeSH
Market value$10.68M
2.14%
Sole
298.46K
Shared
0.00
None
0.00
LIBERTY GLOBAL PLC
SOLEShares892.84K
TypeSH
Market value$10.23M
2.05%
Sole
892.84K
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares32.20K
TypeSH
Market value$7.59M
1.52%
Sole
32.20K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares230.90K
TypeSH
Market value$7.05M
1.41%
Sole
230.90K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares93K
TypeSH
Market value$6.79M
1.36%
Sole
93K
Shared
0.00
None
0.00
HARLEY DAVIDSON INC
SOLEShares228.32K
TypeSH
Market value$6.37M
1.28%
Sole
228.32K
Shared
0.00
None
0.00
NOV INC
SOLEShares478.10K
TypeSH
Market value$6.33M
1.27%
Sole
478.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AFFILIATED MANAGERS GROUP INSOLE | COM | 283.81K | SH | $67.67M 13.56% | 283.81K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 530.17K | SH | $39.97M 8.01% | 530.17K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 379.80K | SH | $39.25M 7.87% | 379.80K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 1.08M | SH | $34.09M 6.83% | 1.08M | 0.00 | 0.00 |
CIGNA CORP NEWSOLE | COM | 97.80K | SH | $28.19M 5.65% | 97.80K | 0.00 | 0.00 |
SOUTHWEST AIRLS COSOLE | COM | 855.38K | SH | $27.30M 5.47% | 855.38K | 0.00 | 0.00 |
AMBEV SASOLE | SPONSORED ADR | 11.05M | SH | $24.63M 4.94% | 11.05M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 216.56K | SH | $20.63M 4.13% | 216.56K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 42.70K | SH | $18.20M 3.65% | 42.70K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 376.60K | SH | $16.90M 3.39% | 376.60K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 145.80K | SH | $16.18M 3.24% | 145.80K | 0.00 | 0.00 |
ROBERT HALF INC.SOLE | COM | 462.40K | SH | $15.71M 3.15% | 462.40K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 1.39M | SH | $15.15M 3.04% | 1.39M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 184.50K | SH | $13.71M 2.75% | 184.50K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 143.79K | SH | $13.08M 2.62% | 143.79K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 249K | SH | $12.21M 2.45% | 249K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 144.90K | SH | $11.93M 2.39% | 144.90K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 335.50K | SH | $11.86M 2.38% | 335.50K | 0.00 | 0.00 |
TENARIS S ASOLE | COM | 298.46K | SH | $10.68M 2.14% | 298.46K | 0.00 | 0.00 |
LIBERTY GLOBAL PLCSOLE | SHS CL A | 892.84K | SH | $10.23M 2.05% | 892.84K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 32.20K | SH | $7.59M 1.52% | 32.20K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 230.90K | SH | $7.05M 1.41% | 230.90K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 93K | SH | $6.79M 1.36% | 93K | 0.00 | 0.00 |
HARLEY DAVIDSON INCSOLE | COM | 228.32K | SH | $6.37M 1.28% | 228.32K | 0.00 | 0.00 |
NOV INCSOLE | COM | 478.10K | SH | $6.33M 1.27% | 478.10K | 0.00 | 0.00 |
Page 1 of 2