The Rise and Fall of Kiltearn Partners LLP Q3 2022 vs. Q4 2022 13F Holdings

Kiltearn Partners LLP has recently released its 13F holdings comparison for Q3 2022 versus Q4 2022. The report highlights a considerable change in the firm's shares in various companies. The third quarter of 2022 saw Kiltearn Partners LLP holding a total of 28,388,488 shares valued at $1,163,760,336. However, the company's holdings decreased in the fourth quarter, with a total of 21,103,830 shares valued at $936,662, resulting in a decrease of 19.67%.

One of the significant changes is the decrease in Kiltearn Partners LLP's shares in United Natural Foods Inc (UNFI) from 3,013,634 shares to 2,147,201 shares, with a percentage decline of 19.8%. Similarly, the company's shares in Exxon Mobil Corp (XOM) dropped from 1,289,825 to 700,125 shares, accounting for a decline of 31.4%. On the other hand, Kiltearn Partners LLP's shares in Comcast Corp New (CMCSA) increased by 37.6%, and the shares in FedEx Corp (FDX) surged by 55.8%.

Another key highlight of the report is the difference in the option types held by Kiltearn Partners LLP. The company held no shares of HCA Healthcare Inc in the third quarter of 2022, but in the fourth quarter, the company invested in 130,400 shares. Meanwhile, the company's shares in Schlumberger Ltd (SLB) reduced to zero in Q4 2022 from a holding of 1,517,926 shares in Q3.

The report also reveals the most significant value for the company's holdings, with Kiltearn Partners LLP's shares in Affiliated Managers Group Inc. (AMG) valued at $135,768,000 in Q3 2022, but falling slightly to $134,224,000 in the fourth quarter.

While the rise and fall in shares and value are noticeable, it's important to note that 13F filings from investment firms like Kiltearn Partners LLP provide a limited snapshot and don't necessarily cover the entirety of the firm's portfolio.

In conclusion, Kiltearn Partners LLP's Q3 2022 versus Q4 2022 13F holdings comparison portrays the dynamic nature of investments and how the firm's positions have changed. The decrease in holdings is noticeable, but it's essential to consider the bigger picture before making any investment decisions solely based on this report.