SEC Form 13F

Kiltearn Partners LLP 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$412,123,139
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AFFILIATED MANAGERS GROUP INAMGCOM$62,463,902184,586
CVS HEALTH CORPCVSCOM$35,738,975345,471
SOUTHWEST AIRLS COLUVCOM$31,861,220619,627
DOLLAR GEN CORP NEWDGCOM$31,545,550274,047
AMBEV SAABEVSPONSORED ADR$23,763,1627,567,886
CARMAX INCKMXCOM$21,498,674406,479
CIGNA CORP NEWCICOM$20,354,28173,833
COMCAST CORP NEWCMCSACL A$19,247,838784,026
HCA HEALTHCARE INCHCACOM$14,548,35537,314
VALE S AVALESPONSORED ADS$13,681,467909,672

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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