Kiltearn Partners LLP Portfolio Holdings
Kiltearn Partners LLP
- $825 Million
- Q2 2024
Kiltearn Partners LLP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $825 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Affiliated Managers Group, Inc. with a value of $86.6M, Comcast Corp with a value of $59.1M, Cvs Health Corp with a value of $46.8M, Carmax Inc with a value of $46.4M, and Southwest Airlines CO with a value of $42.8M.
Examining the 13F form we can see an decrease of $265M in the current position value, from $1.09B to 825M.
Kiltearn Partners LLP is based out at Edinburgh, X0
Below you can find more details about Kiltearn Partners LLP portfolio as well as his latest detailed transactions.
Portfolio value
$825 Million
Healthcare: $157 Million
Communication Services: $114 Million
Consumer Cyclical: $113 Million
Financial Services: $107 Million
Industrials: $98.2 Million
Basic Materials: $70.6 Million
Technology: $59.6 Million
Consumer Defensive: $56.7 Million
Other: $48.3 Million