Kiltearn Partners LLP Portfolio Holdings

Kiltearn Partners LLP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $517 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Affiliated Managers Group, Inc. with a value of $54.7M, Comcast Corp with a value of $42.3M, Cvs Health Corp with a value of $37.5M, Dollar General Corp with a value of $32.8M, and Southwest Airlines CO with a value of $32.4M.

Examining the 13F form we can see an decrease of $69.1M in the current position value, from $586M to 517M.

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.