Kiltearn Partners as of Dec. 31, 2024
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affiliated Managers (AMG) | 11.6 | $70M | 381k | 184.92 | |
| Comcast Corp Cl A (CMCSA) | 7.8 | $47M | 1.3M | 37.53 | |
| CarMax (KMX) | 6.5 | $39M | 478k | 81.76 | |
| Southwest Airlines (LUV) | 6.3 | $38M | 1.1M | 33.62 | |
| Dollar General (DG) | 5.0 | $30M | 397k | 75.82 | |
| CVS Caremark Corporation (CVS) | 4.8 | $29M | 648k | 44.89 | |
| Cigna Corp (CI) | 4.6 | $28M | 101k | 276.14 | |
| Medtronic SHS (MDT) | 3.9 | $24M | 296k | 79.88 | |
| Ambev Sa Sponsored Adr (ABEV) | 3.9 | $24M | 13M | 1.85 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 3.7 | $23M | 305k | 74.27 | |
| Robert Half International (RHI) | 3.6 | $22M | 309k | 70.46 | |
| Liberty Global Shs Cl A | 2.8 | $17M | 1.3M | 12.76 | |
| Vale S A Sponsored Ads (VALE) | 2.7 | $16M | 1.8M | 8.87 | |
| Polaris Industries (PII) | 2.6 | $16M | 274k | 57.62 | |
| Sealed Air (SEE) | 2.6 | $16M | 458k | 33.83 | |
| Hca Holdings (HCA) | 2.5 | $15M | 50k | 300.15 | |
| Stanley Black & Decker (SWK) | 2.4 | $14M | 177k | 80.29 | |
| Sunrise Communications Ads Cl A (SNREY) | 2.4 | $14M | 330k | 43.08 | |
| SYSCO Corporation (SYY) | 2.3 | $14M | 184k | 76.46 | |
| Gilead Sciences (GILD) | 2.3 | $14M | 151k | 92.37 | |
| eBay (EBAY) | 2.2 | $14M | 218k | 61.95 | |
| Tenaris (TS) | 1.8 | $11M | 293k | 37.79 | |
| FedEx Corporation (FDX) | 1.6 | $9.6M | 34k | 281.33 | |
| Nov (NOV) | 1.6 | $9.5M | 649k | 14.60 | |
| Walgreen Boots Alliance | 1.6 | $9.4M | 1.0M | 9.33 | |
| Harley-Davidson (HOG) | 1.5 | $9.3M | 310k | 30.13 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.4 | $8.3M | 45k | 186.70 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $7.8M | 73k | 107.57 | |
| Genpact SHS (G) | 1.2 | $7.5M | 175k | 42.95 | |
| Micron Technology (MU) | 0.8 | $5.1M | 61k | 84.16 | |
| Solventum Corp Com Shs (SOLV) | 0.8 | $4.9M | 74k | 66.06 |
