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Kiltearn Partners LLP

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13F filer, CIK 1582633, Edinburgh, United Kingdom

Kiltearn Partners LLP reported $524,719,966 across 29 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 62.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005081

Period
2025-03-31
Reported value
$525M
Holdings
29
Top 10 weight
62.92%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UPSnew+51,200$5.63M
SOLVadded+27,100$2.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SUNRISE COMMUNICATIONS AGexited-330,247-$14.2M
AMGreduced-55,200-$9.28M
CHKPexited-44,700-$8.35M
WALGREENS BOOTS ALLIANCE INCreduced-737,300-$8.24M
CVSreduced-95,200-$6.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005081, largest first. % of portfolio is the value over $524,719,966, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,514 shares; 2024Q4: 380,814 shares; 2025Q1: 325,614 shares 325,614$54.7M10.43%-55,200Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318,061 shares; 2024Q4: 1,258,761 shares; 2025Q1: 1,146,261 shares 1,146,261$42.3M8.06%-112,500Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,868 shares; 2024Q4: 648,368 shares; 2025Q1: 553,168 shares 553,168$37.5M7.14%-95,200Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,066 shares; 2024Q4: 397,300 shares; 2025Q1: 372,700 shares 372,700$32.8M6.25%-24,600Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250,983 shares; 2024Q4: 1,129,683 shares; 2025Q1: 965,383 shares 965,383$32.4M6.18%-164,300Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,400 shares; 2024Q4: 101,300 shares; 2025Q1: 94,900 shares 94,900$31.2M5.95%-6,400Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,600 shares; 2024Q4: 478,300 shares; 2025Q1: 399,500 shares 399,500$31.1M5.93%-78,800Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180,500 shares; 2024Q4: 12,758,300 shares; 2025Q1: 11,361,500 shares 11,361,500$26.5M5.05%-1,396,800Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,861 shares; 2024Q4: 296,261 shares; 2025Q1: 251,561 shares 251,561$22.6M4.31%-44,700Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,200 shares; 2024Q4: 304,500 shares; 2025Q1: 270,900 shares 270,900$19.1M3.63%-33,600Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,600 shares; 2024Q4: 150,900 shares; 2025Q1: 146,000 shares 146,000$16.4M3.12%-4,900Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,800 shares; 2024Q4: 1,809,700 shares; 2025Q1: 1,632,836 shares 1,632,836$16.3M3.11%-176,864Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,800 shares; 2024Q4: 49,700 shares; 2025Q1: 42,700 shares 42,700$14.8M2.81%-7,000Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,400 shares; 2024Q4: 308,500 shares; 2025Q1: 268,700 shares 268,700$14.7M2.79%-39,800Timeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,135 shares; 2024Q4: 1,319,337 shares; 2025Q1: 1,128,637 shares 1,128,637$13M2.48%-190,700
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,500 shares; 2024Q4: 183,900 shares; 2025Q1: 168,500 shares 168,500$12.6M2.41%-15,400Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,894 shares; 2024Q4: 218,094 shares; 2025Q1: 186,194 shares 186,194$12.6M2.4%-31,900Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,500 shares; 2024Q4: 177,400 shares; 2025Q1: 160,900 shares 160,900$12.4M2.36%-16,500Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,800 shares; 2024Q4: 458,400 shares; 2025Q1: 392,300 shares 392,300$11.3M2.16%-66,100Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,700 shares; 2024Q4: 274,200 shares; 2025Q1: 249,300 shares 249,300$10.2M1.95%-24,900Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,800 shares; 2024Q4: 648,700 shares; 2025Q1: 554,200 shares 554,200$8.43M1.61%-94,500Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,700 shares; 2024Q4: 73,500 shares; 2025Q1: 100,600 shares 100,600$7.65M1.46%+27,100Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,250 shares; 2024Q4: 174,650 shares; 2025Q1: 148,750 shares 148,750$7.49M1.43%-25,900Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,383 shares; 2024Q4: 72,683 shares; 2025Q1: 62,283 shares 62,283$7.41M1.41%-10,400Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 34,300 shares; 2025Q1: 29,600 shares 29,600$7.22M1.38%-4,700Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,359 shares; 2024Q4: 292,559 shares; 2025Q1: 171,959 shares 171,959$6.73M1.28%-120,600Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,420 shares; 2024Q4: 309,720 shares; 2025Q1: 265,820 shares 265,820$6.71M1.28%-43,900Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,200 shares 51,200$5.63M1.07%newTimeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,100 shares; 2024Q4: 1,010,000 shares; 2025Q1: 272,700 shares 272,700$3.05M0.58%-737,300

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG330,247$14.2Mshares
CHKPCHECK POINT SOFTWARE TECH LT44,700$8.35Mshares
MUMICRON TECHNOLOGY INC60,576$5.1Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005081 base2025-05-14acceptance time not in the bulk data set