All Stocks Held By Kiltearn Partners LLP

As of 12/31/2023, we find all stocks held by Kiltearn Partners LLP to be as follows, presented in the table below with each row detailing each Kiltearn Partners LLP position, ordered by largest to smallest position size. The all-stocks-held-by-Kiltearn Partners LLP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kiltearn Partners LLP as of the latest filing.

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
QURATE RETAIL INC	4,990,106	-2,751,294	$4,369
QRTEA	4,990,106	-2,751,294	$4,369
APPLIED MATLS INC			$0 (exited)
AMAT	0	-91,600	$0
BERKSHIRE HATHAWAY INC DEL			$0 (exited)
BRK.B	0	-14,743	$0
LOCKHEED MARTIN CORP			$0 (exited)
LMT	0	-27,600	$0
NORTHROP GRUMMAN CORP			$0 (exited)
NOC	0	-44,694	$0
UNITED NAT FOODS INC			$0 (exited)
UNFI	0	-1,850,501	$0
VONTIER CORPORATION	0	-314,031	$0 (exited)
VNT	0	-314,031	$0

See Summary: Kiltearn Partners LLP Top Holdings
See Details: Top 10 Stocks Held By Kiltearn Partners LLP

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
TS	+496,400	+$17,255

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
UNFI	-1,850,501	-$26,166
NOC	-44,694	-$19,674
AMAT	-91,600	-$12,682
LMT	-27,600	-$11,287
VNT	-314,031	-$9,710
BRK	-14,743	-$5,164

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
ABEV	+4,115,300	+$11,909
SYY	+198,400	+$14,774
MDT	+154,961	+$13,735
CHKP	+98,600	+$20,114
SEE	+81,600	+$4,378
DOW	+47,300	+$3,649
SWK	+45,400	+$6,899
KMX	+27,300	+$7,166
HCA	+24,600	+$10,307
LUV	+12,000	+$4,793

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
QRTEA	-2,751,294	-$327
KT	-152,800	-$133
WFC	-126,400	+$2,995
ALV	-126,200	-$10,168
LBTYA	-105,000	-$438
VALE	-104,100	+$3,493
CMCSA	-95,600	-$5,156
WBA	-94,100	+$5,051
MU	-72,300	+$4,903

Kiltearn Partners LLP Info

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

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