HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AFFILIATED MANAGERS GROUP IN |
803,814 | -41,700 | $121,714 |
| AMG | 803,814 | -41,700 | $121,714 |
| COMCAST CORP NEW |
1,872,061 | -95,600 | $82,090 |
| CMCSA | 1,872,061 | -95,600 | $82,090 |
| CVS HEALTH CORP |
987,808 | -20,660 | $77,997 |
| CVS | 987,808 | -20,660 | $77,997 |
| SOUTHWEST AIRLS CO |
2,468,983 | +12,000 | $71,304 |
| LUV | 2,468,983 | +12,000 | $71,304 |
| CARMAX INC |
871,000 | +27,300 | $66,841 |
| KMX | 871,000 | +27,300 | $66,841 |
| LYONDELLBASELL INDUSTRIES N |
581,700 | -29,400 | $55,308 |
| LYB | 581,700 | -29,400 | $55,308 |
| CHECK POINT SOFTWARE TECH LT |
357,400 | +98,600 | $54,607 |
| CHKP | 357,400 | +98,600 | $54,607 |
| EBAY INC. |
1,245,994 | -63,300 | $54,350 |
| EBAY | 1,245,994 | -63,300 | $54,350 |
| CIGNA CORP NEW |
165,500 | +2,900 | $49,559 |
| CI | 165,500 | +2,900 | $49,559 |
| MICRON TECHNOLOGY INC |
567,360 | -72,300 | $48,419 |
| MU | 567,360 | -72,300 | $48,419 |
| WALGREENS BOOTS ALLIANCE INC |
1,845,800 | -94,100 | $48,194 |
| WBA | 1,845,800 | -94,100 | $48,194 |
| WELLS FARGO CO NEW |
975,999 | -126,400 | $48,039 |
| WFC | 975,999 | -126,400 | $48,039 |
| HCA HEALTHCARE INC |
172,300 | +24,600 | $46,638 |
| HCA | 172,300 | +24,600 | $46,638 |
| KT CORP |
2,946,310 | -152,800 | $39,598 |
| KT | 2,946,310 | -152,800 | $39,598 |
| LIBERTY GLOBAL PLC |
2,092,637 | -105,000 | $37,186 |
| LBTYA | 2,092,637 | -105,000 | $37,186 |
| ALPHABET INC |
246,800 | -12,500 | $34,475 |
| GOOGL | 246,800 | -12,500 | $34,475 |
| MEDTRONIC PLC |
396,061 | +154,961 | $32,628 |
| MDT | 396,061 | +154,961 | $32,628 |
| STATE STR CORP |
408,400 | -68,800 | $31,635 |
| STT | 408,400 | -68,800 | $31,635 |
| VALE S A |
1,986,800 | -104,100 | $31,511 |
| VALE | 1,986,800 | -104,100 | $31,511 |
| MOHAWK INDS INC |
272,900 | -13,200 | $28,245 |
| MHK | 272,900 | -13,200 | $28,245 |
| HARLEY DAVIDSON INC |
753,013 | -37,300 | $27,741 |
| HOG | 753,013 | -37,300 | $27,741 |
| EXXON MOBIL CORP |
227,683 | -10,500 | $22,764 |
| XOM | 227,683 | -10,500 | $22,764 |
| AMERICAN EXPRESS CO |
115,123 | -26,800 | $21,567 |
| AXP | 115,123 | -26,800 | $21,567 |
| NOV INC |
1,042,500 | -50,700 | $21,142 |
| NOV | 1,042,500 | -50,700 | $21,142 |
| STANLEY BLACK & DECKER INC |
213,800 | +45,400 | $20,974 |
| SWK | 213,800 | +45,400 | $20,974 |
| DOW INC |
369,000 | +47,300 | $20,236 |
| DOW | 369,000 | +47,300 | $20,236 |
| TENARIS S A |
496,400 | +496,400 | $17,255 |
| TS | 496,400 | +496,400 | $17,255 |
| SYSCO CORP |
235,900 | +198,400 | $17,251 |
| SYY | 235,900 | +198,400 | $17,251 |
| SEALED AIR CORP NEW |
463,600 | +81,600 | $16,931 |
| SEE | 463,600 | +81,600 | $16,931 |
| AMBEV SA |
5,868,100 | +4,115,300 | $16,431 |
| ABEV | 5,868,100 | +4,115,300 | $16,431 |
| FEDEX CORP |
64,300 | -43,800 | $16,266 |
| FDX | 64,300 | -43,800 | $16,266 |
| AUTOLIV INC |
146,400 | -126,200 | $16,132 |
| ALV | 146,400 | -126,200 | $16,132 |
See Full List: All Stocks Held By Kiltearn Partners LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kiltearn Partners LLP
|
Size ($ in 1000's)
At 12/31/2023: $1,299,397 At 09/30/2023: $1,266,074 Kiltearn Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kiltearn Partners LLP 13F filings. Link to 13F filings: SEC filings |
