account_balance
Investment manager · 13F filer · SEC CIK 1582633
Kiltearn Partners LLP
Reported value$416Mas of Sep 30, 2026
Positions30 1 new, 0 sold out
Top 10 weight63.2%AMG alone is 16%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMGAffiliated Managers Group, Inc.
15.6%Trimmed −4%
DGDollar General Corp
7.6%Trimmed −4%
CVSCVS Health Corp
7.1%
LUVSouthwest Airlines Co
6.0%Trimmed −4%
KMXCarMax Inc
5.2%Trimmed −4%
ABEVAmbev S.A.
5.1%Trimmed −4%
CICigna Group
4.9%
HCAHCA Healthcare, Inc.
4.3%Added +13%
CMCSAComcast Corp
4.2%Added +3%
GILDGilead Sciences, Inc.
3.3%−4%
GGenpact LTD
3.2%Added +7%
LKQLKQ Corp
2.9%+5%
AMGAffiliated Managers Group, Inc.
15.6%Trimmed −4%
DGDollar General Corp
7.6%
CVSCVS Health Corp
7.1%
LUVSouthwest Airlines Co
6.0%−4%
KMXCarMax Inc
5.2%−4%
ABEVAmbev S.A.
5.1%
CICigna Group
4.9%
HCAHCA Healthcare, Inc.
4.3%
CMCSAComcast Corp
4.2%
GILD3.3%G3.2%LKQ2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMG Affiliated Managers Group, Inc. 15.6% Trimmed −4%DG Dollar General Corp 7.6% Trimmed −4%CVS CVS Health Corp 7.1% HeldLUV Southwest Airlines Co 6.0% Trimmed −4%KMX CarMax Inc 5.2% Trimmed −4%ABEV Ambev S.A. 5.1% Trimmed −4%CI Cigna Group 4.9% HeldHCA HCA Healthcare, Inc. 4.3% Added +13%CMCSA Comcast Corp 4.2% Added +3%GILD Gilead Sciences, Inc. 3.3% Trimmed −4%G Genpact LTD 3.2% Added +7%LKQ LKQ Corp 2.9% Added +5%
What changed
Biggest moves since Jun 30, 2026
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