Kiltearn Partners LLP Reduced Holdings in Q2 2024

Kiltearn Partners LLP

  • $825 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMG
Affiliated Managers Group, Inc.

Financial Services
-121K
- 17.95%
$148.4 - $169.52 $18M - $20.5M
554K $86.6M
MU
Micron Technology Inc

Technology
-206K
- 68.7%
$106.77 - $153.45 $22M - $31.7M
94K $12.4M
CVS
Cvs Health Corp

Healthcare
-69.5K
- 8.07%
$53.63 - $79.56 $3.73M - $5.53M
792K $46.8M
GOOGL
Alphabet Inc.

Communication Services
-143K
- 68.81%
$150.53 - $185.41 $21.5M - $26.4M
64.6K $11.8M
HCA
Hca Healthcare, Inc.

Healthcare
-51.9K
- 37.07%
$297.0 - $343.29 $15.4M - $17.8M
88.1K $28.3M
CMCSA
Comcast Corp

Communication Services
-262K
- 14.8%
$36.9 - $42.28 $9.67M - $11.1M
1.51M $59.1M
KMX
Carmax Inc

Consumer Cyclical
-98.7K
- 13.49%
$67.21 - $85.94 $6.63M - $8.48M
633K $46.4M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-226K
- 17.59%
$12.1 - $19.54 $2.74M - $4.42M
1.06M $12.8M
CI
Cigna Corp

Healthcare
-28.3K
- 18.7%
$330.57 - $364.08 $9.36M - $10.3M
123K $40.7M
EBAY
Ebay Inc

Consumer Cyclical
-264K
- 37.71%
$49.38 - $54.55 $13M - $14.4M
436K $23.4M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-142K
- 22.43%
$32.52 - $43.55 $4.62M - $6.18M
491K $16.5M
TS
Tenaris Sa

Energy
-132K
- 17.78%
$29.88 - $40.28 $3.95M - $5.33M
612K $18.7M
LUV
Southwest Airlines CO

Industrials
-329K
- 18.03%
$25.51 - $29.73 $8.38M - $9.77M
1.49M $42.8M
SWK
Stanley Black & Decker, Inc.

Industrials
-50.4K
- 17.73%
$79.89 - $97.19 $4.03M - $4.9M
234K $18.7M
CHKP
Check Point Software Technologies LTD

Technology
-54.1K
- 18.02%
$146.79 - $165.0 $7.94M - $8.93M
246K $40.6M
XOM
Exxon Mobil Corp

Energy
-48.9K
- 29.59%
$108.36 - $122.2 $5.3M - $5.98M
116K $13.4M
STT
State Street Corp

Financial Services
-62K
- 17.99%
$70.91 - $78.01 $4.4M - $4.84M
283K $20.9M
DOW
Dow Inc.

Basic Materials
-79.1K
- 25.47%
$52.96 - $59.99 $4.19M - $4.74M
231K $12.3M
LBTYA
Liberty Global PLC

Communication Services
-361K
- 17.98%
$15.83 - $18.13 $5.72M - $6.55M
1.65M $28.7M
VALE
Vale S.A.

Basic Materials
-186K
- 9.4%
$11.1 - $12.99 $2.06M - $2.41M
1.79M $20M
NOV
Nov Inc.

Energy
-186K
- 17.89%
$17.28 - $20.51 $3.21M - $3.81M
852K $16.2M
KT
Kt Corp

Communication Services
-226K
- 17.74%
$12.12 - $13.85 $2.74M - $3.13M
1.05M $14.3M
SYY
Sysco Corp

Consumer Defensive
-12.4K
- 4.88%
$70.69 - $80.57 $877K - $999K
242K $17.3M
FDX
Fedex Corp

Industrials
-9.6K
- 17.58%
$245.11 - $299.84 $2.35M - $2.88M
45K $13.5M
Activity Summary
Buys All Purchases 8 New Holdings 5 Increased Positions 3 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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