Kiltearn Partners LLP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| LKQ CORP | 230,900 | 495,500 | +264,600 | 7,051,686 | 14,964,100 | +7,912,414 |
| PVH CORPORATION | 0 | 53,900 | +53,900 | 0 | 3,612,378 | +3,612,378 |
| DOLLAR GEN CORP NEW | 379,800 | 316,500 | -63,300 | 39,252,330 | 42,021,705 | +2,769,375 |
| SOUTHWEST AIRLS CO | 855,383 | 713,283 | -142,100 | 27,295,272 | 29,479,986 | +2,184,714 |
| AFFILIATED MANAGERS GROUP IN | 283,814 | 236,414 | -47,400 | 67,669,772 | 68,153,428 | +483,656 |
| FEDEX CORP | 32,200 | 27,200 | -5,000 | 7,593,082 | 7,856,992 | +263,910 |
| CARMAX INC | 376,600 | 442,200 | +65,600 | 16,898,042 | 17,086,608 | +188,566 |
| UNITED PARCEL SERVICE INC | 68,400 | 57,500 | -10,900 | 5,713,452 | 5,703,425 | -10,027 |
| VALE S A | 1,394,936 | 1,157,336 | -237,600 | 15,149,005 | 15,080,088 | -68,917 |
| NOV INC | 478,100 | 397,400 | -80,700 | 6,334,825 | 6,211,362 | -123,463 |
| GENPACT LIMITED | 129,950 | 108,350 | -21,600 | 5,443,606 | 5,068,613 | -374,993 |
| SOLVENTUM CORP | 93,000 | 78,909 | -14,091 | 6,789,000 | 6,252,749 | -536,251 |
| EXXON MOBIL CORP | 53,783 | 45,583 | -8,200 | 6,064,033 | 5,485,458 | -578,575 |
| TENARIS S A | 298,459 | 248,859 | -49,600 | 10,675,878 | 9,568,629 | -1,107,249 |
| GILEAD SCIENCES INC | 145,800 | 121,300 | -24,500 | 16,183,800 | 14,888,362 | -1,295,438 |
| AMBEV SA | 11,045,700 | 9,445,900 | -1,599,800 | 24,631,911 | 23,331,373 | -1,300,538 |
| HCA HEALTHCARE INC | 42,700 | 35,800 | -6,900 | 18,198,740 | 16,713,588 | -1,485,152 |
| LIBERTY GLOBAL PLC | 892,837 | 746,337 | -146,500 | 10,231,912 | 8,314,194 | -1,917,718 |
| LYONDELLBASELL INDUSTRIES N | 249,000 | 236,900 | -12,100 | 12,210,960 | 10,257,770 | -1,953,190 |
| STANLEY BLACK & DECKER INC | 184,500 | 154,500 | -30,000 | 13,713,885 | 11,476,260 | -2,237,625 |
| HARLEY DAVIDSON INC | 228,320 | 193,320 | -35,000 | 6,370,128 | 3,961,127 | -2,409,001 |
| EBAY INC. | 143,794 | 120,194 | -23,600 | 13,078,064 | 10,468,897 | -2,609,167 |
| SYSCO CORP | 144,900 | 121,500 | -23,400 | 11,931,066 | 8,953,335 | -2,977,731 |
| MEDTRONIC PLC | 216,561 | 180,761 | -35,800 | 20,625,270 | 17,363,902 | -3,261,368 |
| CIGNA CORP NEW | 97,800 | 90,413 | -7,387 | 28,190,850 | 24,884,370 | -3,306,480 |
| CVS HEALTH CORP | 530,168 | 441,768 | -88,400 | 39,969,366 | 35,058,708 | -4,910,658 |
| COMCAST CORP NEW | 1,084,861 | 968,361 | -116,500 | 34,086,333 | 28,944,310 | -5,142,023 |
| ROBERT HALF INC. | 462,400 | 386,500 | -75,900 | 15,712,352 | 10,497,340 | -5,215,012 |