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Kiltearn Partners LLP

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13F filer, CIK 1582633, Edinburgh, United Kingdom

Kiltearn Partners LLP reported $498,924,545 across 28 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 63.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000929638-25-004235

Period
2025-09-30
Reported value
$499M
Holdings
28
Top 10 weight
63.5%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LKQnew+230,900$7.05M
RHIadded+133,500$4.54M
CIadded+7,900$2.28M
HCAadded+3,200$1.36M
ABEVadded+590,000$1.32M

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
AMGreduced-16,300-$3.89M
EBAYreduced-28,200-$2.56M
MDTreduced-16,200-$1.54M
VALEreduced-108,500-$1.18M
LUVreduced-36,700-$1.17M

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, Q3 2025

Share positions as resolved from 13F-HR 0000929638-25-004235, largest first. % of portfolio is the value over $498,924,545, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,514 shares; 2024Q4: 380,814 shares; 2025Q1: 325,614 shares; 2025Q2: 300,114 shares; 2025Q3: 283,814 shares 283,814$67.7M13.56%-16,300Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,868 shares; 2024Q4: 648,368 shares; 2025Q1: 553,168 shares; 2025Q2: 521,668 shares; 2025Q3: 530,168 shares 530,168$40M8.01%+8,500Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,066 shares; 2024Q4: 397,300 shares; 2025Q1: 372,700 shares; 2025Q2: 384,300 shares; 2025Q3: 379,800 shares 379,800$39.3M7.87%-4,500Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318,061 shares; 2024Q4: 1,258,761 shares; 2025Q1: 1,146,261 shares; 2025Q2: 1,058,561 shares; 2025Q3: 1,084,861 shares 1,084,861$34.1M6.83%+26,300Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,400 shares; 2024Q4: 101,300 shares; 2025Q1: 94,900 shares; 2025Q2: 89,900 shares; 2025Q3: 97,800 shares 97,800$28.2M5.65%+7,900Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250,983 shares; 2024Q4: 1,129,683 shares; 2025Q1: 965,383 shares; 2025Q2: 892,083 shares; 2025Q3: 855,383 shares 855,383$27.3M5.47%-36,700Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180,500 shares; 2024Q4: 12,758,300 shares; 2025Q1: 11,361,500 shares; 2025Q2: 10,455,700 shares; 2025Q3: 11,045,700 shares 11,045,700$24.6M4.94%+590,000Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,861 shares; 2024Q4: 296,261 shares; 2025Q1: 251,561 shares; 2025Q2: 232,761 shares; 2025Q3: 216,561 shares 216,561$20.6M4.13%-16,200Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,800 shares; 2024Q4: 49,700 shares; 2025Q1: 42,700 shares; 2025Q2: 39,500 shares; 2025Q3: 42,700 shares 42,700$18.2M3.65%+3,200Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,600 shares; 2024Q4: 478,300 shares; 2025Q1: 399,500 shares; 2025Q2: 391,400 shares; 2025Q3: 376,600 shares 376,600$16.9M3.39%-14,800Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,600 shares; 2024Q4: 150,900 shares; 2025Q1: 146,000 shares; 2025Q2: 134,400 shares; 2025Q3: 145,800 shares 145,800$16.2M3.24%+11,400Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,400 shares; 2024Q4: 308,500 shares; 2025Q1: 268,700 shares; 2025Q2: 328,900 shares; 2025Q3: 462,400 shares 462,400$15.7M3.15%+133,500Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,800 shares; 2024Q4: 1,809,700 shares; 2025Q1: 1,632,836 shares; 2025Q2: 1,503,436 shares; 2025Q3: 1,394,936 shares 1,394,936$15.1M3.04%-108,500Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,500 shares; 2024Q4: 177,400 shares; 2025Q1: 160,900 shares; 2025Q2: 197,900 shares; 2025Q3: 184,500 shares 184,500$13.7M2.75%-13,400Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,894 shares; 2024Q4: 218,094 shares; 2025Q1: 186,194 shares; 2025Q2: 171,994 shares; 2025Q3: 143,794 shares 143,794$13.1M2.62%-28,200Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,200 shares; 2024Q4: 304,500 shares; 2025Q1: 270,900 shares; 2025Q2: 266,200 shares; 2025Q3: 249,000 shares 249,000$12.2M2.45%-17,200Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,500 shares; 2024Q4: 183,900 shares; 2025Q1: 168,500 shares; 2025Q2: 156,200 shares; 2025Q3: 144,900 shares 144,900$11.9M2.39%-11,300Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,800 shares; 2024Q4: 458,400 shares; 2025Q1: 392,300 shares; 2025Q2: 363,400 shares; 2025Q3: 335,500 shares 335,500$11.9M2.38%-27,900Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,359 shares; 2024Q4: 292,559 shares; 2025Q1: 171,959 shares; 2025Q2: 319,559 shares; 2025Q3: 298,459 shares 298,459$10.7M2.14%-21,100Timeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,135 shares; 2024Q4: 1,319,337 shares; 2025Q1: 1,128,637 shares; 2025Q2: 963,837 shares; 2025Q3: 892,837 shares 892,837$10.2M2.05%-71,000
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 34,300 shares; 2025Q1: 29,600 shares; 2025Q2: 30,900 shares; 2025Q3: 32,200 shares 32,200$7.59M1.52%+1,300Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230,900 shares 230,900$7.05M1.41%newTimeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,700 shares; 2024Q4: 73,500 shares; 2025Q1: 100,600 shares; 2025Q2: 99,500 shares; 2025Q3: 93,000 shares 93,000$6.79M1.36%-6,500Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,420 shares; 2024Q4: 309,720 shares; 2025Q1: 265,820 shares; 2025Q2: 247,820 shares; 2025Q3: 228,320 shares 228,320$6.37M1.28%-19,500Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,800 shares; 2024Q4: 648,700 shares; 2025Q1: 554,200 shares; 2025Q2: 516,700 shares; 2025Q3: 478,100 shares 478,100$6.33M1.27%-38,600Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,383 shares; 2024Q4: 72,683 shares; 2025Q1: 62,283 shares; 2025Q2: 58,183 shares; 2025Q3: 53,783 shares 53,783$6.06M1.22%-4,400Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,200 shares; 2025Q2: 63,600 shares; 2025Q3: 68,400 shares 68,400$5.71M1.15%+4,800Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,250 shares; 2024Q4: 174,650 shares; 2025Q1: 148,750 shares; 2025Q2: 138,950 shares; 2025Q3: 129,950 shares 129,950$5.44M1.09%-9,000Timeline

How Q3 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 0000929638-25-004235 base2025-11-13acceptance time not in the bulk data set