13F Insight
DOSSIER · 13F-HR · Q2 2026

Kiltearn Partners LLP

$412M in tracked AUM across 29 positions as of Q2 2026.

KP
CIK 0001582633 · last filed Jun 30, 2026
Total AUM
$412M
as of Q2 2026
Holdings
29
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kiltearn Partners LLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMG
AFFILIATED MANAGERS GROUP IN
$62M185K15.2%02
CVS
CVS HEALTH CORP
$36M345K8.7%03
LUV
SOUTHWEST AIRLS CO
$32M620K7.7%04
DG
DOLLAR GEN CORP NEW
$32M274K7.7%05
ABEV
AMBEV SA
$24M7.6M5.8%06
KMX
CARMAX INC
$21M406K5.2%07
CI
CIGNA CORP NEW
$20M74K4.9%08
CMCSA
COMCAST CORP NEW
$19M784K4.7%09
HCA
HCA HEALTHCARE INC
$15M37K3.5%10
VALE
VALE S A
$14M910K3.3%

Filing history

2026Q2Jun 30
$412M▲ 10.9%
29 positionsView →2026Q1Mar 31
$372M▼ 19.5%
25 positionsView →2025Q4Dec 31
$462M▼ 7.5%
28 positionsView →2025Q3Sep 30
$499M▲ 0.3%
28 positionsView →2025Q2Jun 30
$497M▼ 5.2%
27 positionsLocked2025Q1Mar 31
$525M▼ 13.3%
29 positionsLocked2024Q4Dec 31
$605M▼ 17.7%
31 positionsLocked2024Q3Sep 30
$736M▼ 10.8%
33 positionsLocked2024Q2Jun 30
$825M▼ 23.8%
33 positionsLocked2024Q1Mar 31
$1.1B▼ 16.7%
30 positionsLocked2023Q4Dec 31
$1.3B▲ 2.6%
33 positionsLocked2023Q3Sep 30
$1.3B▼ 7.4%
38 positionsLocked
Showing 12 of 49