Portfolio (Quarterly) Guide ↗

Kiltearn Partners LLP

· CIK 0001582633

13F Portfolio $372M AUM 25 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 1 Added 23 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EBAY	EBAY INC.	Consumer Cyclical	120,194	$10.5M	2.27%	SOLD
2	SYY	SYSCO CORP	Consumer Defensive	121,500	$9.0M	1.94%	SOLD
3	LBTYA	LIBERTY GLOBAL PLC	Communication Services	746,337	$8.3M	1.80%	SOLD
4	HOG	HARLEY DAVIDSON INC	Consumer Cyclical	193,320	$4.0M	0.86%	SOLD

Sector Allocation

Healthcare 25.3%

Consumer Defensive 14.8%

Financial Services 14.5%

Industrials 14.4%

Consumer Cyclical 9.1%

Basic Materials 8.3%

Energy 6.6%

Communication Services 6.2%

Technology 0.9%