Kiltearn Partners LLP

Edinburgh, X0 · CIK 1582633 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2011 · limited liability partnership

Assets managed$1.3bn
Staff20 · 8 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 · $688.3m gross assets
Websitekiltearnpartners.com
Form ADV · 2026-08-19SEC adviser record

Legal entityKILTEARN PARTNERS LLP (GB)

Kindfutures, FCA fund manager
Others nearbyEdinburgh

As an employer

Offices in1 country
Private fundsother private 2

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
KILTEARN PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals	Edinburgh			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$412.1m reported value +10.9% vs Q1 2026

29positions

66.7%in top 10

4 new 8 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AFFILIATED MANAGERS GROUP IN COM AMG	AMG	184,586	$62.5m15.16%	15.16%	Reduced -10.5k	-10,528 -5.4%
2	CVS HEALTH CORP COM CVS	CVS	345,471	$35.7m8.67%	8.67%	Reduced -19.6k	-19,597 -5.4%
3	SOUTHWEST AIRLS CO COM LUV	LUV	619,627	$31.9m7.73%	7.73%	Added +30.7k	+30,744 5.2%
4	DOLLAR GEN CORP NEW COM DG	DG	274,047	$31.5m7.65%	7.65%	Added +4.3k	+4,347 1.6%
5	AMBEV SA SPONSORED ADR ABEV	ABEV	7,567,886	$23.8m5.77%	5.77%	Reduced -262.2k	-262,214 -3.4%
6	CARMAX INC COM KMX	KMX	406,479	$21.5m5.22%	5.22%	Added +11.8k	+11,779 3.0%
7	THE CIGNA GROUP COM CI	CI	73,833	$20.4m4.94%	4.94%	Reduced -780	-780 -1.1%
8	COMCAST CORP NEW CL A CMCSA	CMCSA	784,026	$19.2m4.67%	4.67%	Reduced -15.9k	-15,935 -2.0%
9	HCA HEALTHCARE INC COM HCA	HCA	37,314	$14.5m3.53%	3.53%	Added +7.3k	+7,314 24.4%
10	VALE S A SPONSORED ADS VALE	VALE	909,672	$13.7m3.32%	3.32%	Reduced -49.7k	-49,664 -5.2%
11	LKQ CORP COM LKQ	LKQ	510,520	$13.4m3.26%	3.26%	Added +29.9k	+29,920 6.2%
12	GILEAD SCIENCES INC COM GILD	GILD	94,871	$12.0m2.91%	2.91%	Reduced -5.5k	-5,529 -5.5%
13	STANLEY BLACK & DECKER INC COM SWK	SWK	121,847	$11.5m2.78%	2.78%	Reduced -6.0k	-5,953 -4.7%
14	MEDTRONIC PLC SHS MDT	MDT	142,788	$11.2m2.71%	2.71%	Reduced -6.8k	-6,773 -4.5%
15	GENPACT LIMITED SHS G	G	378,005	$10.4m2.52%	2.52%	Added +287.5k	+287,455 317.4%
16	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	186,982	$9.8m2.39%	2.39%	Reduced -7.8k	-7,818 -4.0%
17	TENARIS S A SPONSORED ADS TS	TS	173,766	$9.6m2.34%	2.34%	Reduced -31.1k	-31,093 -15.2%
18	ROBERT HALF INC. COM RHI	RHI	304,068	$9.3m2.27%	2.27%	Reduced -16.7k	-16,732 -5.2%
19	SOLVENTUM CORP COM SHS SOLV	SOLV	97,403	$7.5m1.82%	1.82%	Reduced -4.9k	-4,897 -4.8%
20	FEDEX CORP COM FDX	FDX	21,559	$6.8m1.64%	1.64%	Reduced -1.0k	-1,041 -4.6%
21	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	146,131	$5.3m1.28%	1.28%	Added +109.9k	+109,914 303.5%
22	UNITED PARCEL SERVICE INC CL B UPS	UPS	45,341	$4.9m1.18%	1.18%	Reduced -2.3k	-2,259 -4.8%
23	NOV INC COM NOV	NOV	251,641	$4.7m1.13%	1.13%	Reduced -75.3k	-75,259 -23.0%
24	NIKE INC CL B NKE	NKE	111,171	$4.6m1.11%	1.11%	New
25	EXXON MOBIL CORP COM XOM	XOM	28,892	$4.0m0.96%	0.96%	Reduced -8.7k	-8,691 -23.1%
26	PVH CORPORATION COM PVH	PVH	49,402	$3.7m0.89%	0.89%	Added +4.3k	+4,302 9.5%
27	RESTAURANT BRANDS INTL INC COM QSR	QSR	50,394	$3.7m0.89%	0.89%	New
28	BOOKING HOLDINGS INC COM BKNG	BKNG	19,653	$3.5m0.85%	0.85%	New
29	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	11,439	$1.7m0.42%	0.42%	New