Kiltearn Partners LLP
13F filer · CIK 1582633 · Edinburgh
Summary
Kiltearn Partners LLP reported $412.12M across 29 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are AMG (15.2%), CVS (8.7%), LUV (7.7%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 8, trimmed 17 and sold out of 0.
Reported value$412.12M
Positions29
Report period2026 Q2
FiledAug 12, 2026
New positions4
Added8
Trimmed17
Sold out0
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.2%Value $62.46MPrice $370.61Shares 185K -5.40%Since Jun 30 +9.52%
Weight 8.7%Value $35.74MPrice $87.10Shares 345K -5.37%Since Jun 30 -15.80%
Weight 7.7%Value $31.86MPrice $42.08Shares 620K +5.22%Since Jun 30 -18.16%
Weight 7.7%Value $31.55MPrice $122.64Shares 274K +1.61%Since Jun 30 +6.54%
Weight 5.8%Value $23.76MPrice $2.88Shares 7.57M -3.35%Since Jun 30 -8.28%
Weight 5.2%Value $21.50MPrice $59.23Shares 406K +2.98%Since Jun 30 +11.99%
Weight 4.9%Value $20.35MPrice $275.26Shares 74K -1.05%Since Jun 30 -0.15%
Weight 4.7%Value $19.25MPrice $21.60Shares 784K -1.99%Since Jun 30 -12.02%
Weight 3.5%Value $14.55MPrice $431.63Shares 37K +24.38%Since Jun 30 +10.71%
Weight 3.3%Value $13.68MPrice $13.30Shares 910K -5.18%Since Jun 30 -11.57%
Weight 3.3%Value $13.44MPrice $23.11Shares 511K +6.23%Since Jun 30 -12.23%
Weight 2.9%Value $11.99MPrice $151.28Shares 95K -5.51%Since Jun 30 +19.74%
Weight 2.8%Value $11.47MPrice $88.79Shares 122K -4.66%Since Jun 30 -5.66%
Weight 2.7%Value $11.17MPrice $87.09Shares 143K -4.53%Since Jun 30 +11.33%
Weight 2.5%Value $10.40MPrice $32.24Shares 378K +317.45%Since Jun 30 +17.24%
Weight 2.4%Value $9.84MPrice $58.18Shares 187K -4.01%Since Jun 30 +10.50%
Weight 2.3%Value $9.64MPrice $55.05Shares 174K -15.18%Since Jun 30 -0.79%
Weight 2.3%Value $9.33MPrice $36.88Shares 304K -5.22%Since Jun 30 +20.13%
Weight 1.8%Value $7.51MPrice $89.32Shares 97K -4.79%Since Jun 30 +15.77%
Weight 1.6%Value $6.75MPrice $287.47Shares 22K -4.61%Since Jun 30 -8.19%
Weight 1.3%Value $5.26MPrice $32.17Shares 146K +303.49%Since Jun 30 -10.66%
Weight 1.2%Value $4.87MPrice $93.93Shares 45K -4.75%Since Jun 30 -12.62%
Weight 1.1%Value $4.67MPrice $18.98Shares 252K -23.02%Since Jun 30 +2.32%
Weight 1.1%Value $4.56MPrice $35.84Shares 111KSince Jun 30 -12.69%
Weight 1.0%Value $3.95MPrice $161.35Shares 29K -23.12%Since Jun 30 +18.01%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.2% | $62.46M | +9.52% | -5.40% | Trim | |
| 8.7% | $35.74M | -15.80% | -5.37% | Trim | |
| 7.7% | $31.86M | -18.16% | +5.22% | Add | |
| 7.7% | $31.55M | +6.54% | +1.61% | Add | |
| 5.8% | $23.76M | -8.28% | -3.35% | Trim | |
| 5.2% | $21.50M | +11.99% | +2.98% | Add | |
| 4.9% | $20.35M | -0.15% | -1.05% | Trim | |
| 4.7% | $19.25M | -12.02% | -1.99% | Trim | |
| 3.5% | $14.55M | +10.71% | +24.38% | Add | |
| 3.3% | $13.68M | -11.57% | -5.18% | Trim | |
| 3.3% | $13.44M | -12.23% | +6.23% | Add | |
| 2.9% | $11.99M | +19.74% | -5.51% | Trim | |
| 2.8% | $11.47M | -5.66% | -4.66% | Trim | |
| 2.7% | $11.17M | +11.33% | -4.53% | Trim | |
| 2.5% | $10.40M | +17.24% | +317.45% | Add | |
| 2.4% | $9.84M | +10.50% | -4.01% | Trim | |
| 2.3% | $9.64M | -0.79% | -15.18% | Trim | |
| 2.3% | $9.33M | +20.13% | -5.22% | Trim | |
| 1.8% | $7.51M | +15.77% | -4.79% | Trim | |
| 1.6% | $6.75M | -8.19% | -4.61% | Trim | |
| 1.3% | $5.26M | -10.66% | +303.49% | Add | |
| 1.2% | $4.87M | -12.62% | -4.75% | Trim | |
| 1.1% | $4.67M | +2.32% | -23.02% | Trim | |
| 1.1% | $4.56M | -12.69% | — | New | |
| 1.0% | $3.95M | +18.01% | -23.12% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.