# EDGAR Filing Document

**Accession Number:** 0001582633
**File Stem:** 0000929638-25-003267
**Filing Date:** 2025-8
**Character Count:** 9988
**Document Hash:** 2e54e8599856ec0cbd760eb9c3dd1e26
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000929638-25-003267.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0000929638-25-003267

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kiltearn Partners LLP
- **CENTRAL INDEX KEY:** 0001582633

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15836
- **FILM NUMBER:** 251266715

**BUSINESS ADDRESS:**
- **STREET 1:** 22 CHARLOTTE SQUARE
- **CITY:** EDINBURGH
- **STATE:** X0
- **ZIP:** EH2 4DF
- **BUSINESS PHONE:** 0131 460 1040

**MAIL ADDRESS:**
- **STREET 1:** 22 CHARLOTTE SQUARE
- **CITY:** EDINBURGH
- **STATE:** X0
- **ZIP:** EH2 4DF

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001582633

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Kiltearn Partners LLP

**Address:** 22 CHARLOTTE SQUARE, Edinburgh, X0 EH2 4DF

**Telephone number:** 441314601040

**Name of agent for service:** Douglas McArthur, Chief Compliance Officer

**Agent Address:** 22 CHARLOTTE SQUARE, Edinburgh, X0 EH2 4DF

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15836

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 2138008M9PIED5GJH856

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| FedEx Corporation               | 31428X106 | 09/23/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          42100 |                0 | For         |                                    42100 | FOR                         |  |
| Sysco Corporation               | 871829107 | 11/15/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         210100 |                0 | For         |                                   210100 | FOR                         |  |
| Micron Technology, Inc.         | 595112103 | 01/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          66676 |                0 | For         |                                    66676 | FOR                         |  |
| Walgreens Boots Alliance, Inc.  | 931427108 | 01/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1070400 |                0 | For         |                                  1070400 | FOR                         |  |
| The Cigna Group                 | 125523100 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         101500 |                0 | For         |                                   101500 | FOR                         |  |
| HCA Healthcare, Inc.            | 40412C101 | 04/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          48300 |                0 | For         |                                    48300 | FOR                         |  |
| Stanley Black  Decker, Inc.     | 854502101 | 04/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         183800 |                0 | For         |                                   183800 | FOR                         |  |
| Solventum Corp.                 | 83444M101 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          89700 |                0 | For         |                                    89700 | FOR                         |  |
| Solventum Corp.                 | 83444M101 | 04/30/2025     | Advisory Vote on Say on Pay Frequency                          | SECTION 14A SAY-ON-PAY VOTES |          89700 |                0 | One Year    |                                    89700 | FOR                         |  |
| Polaris Inc.                    | 731068102 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         269900 |                0 | For         |                                   269900 | FOR                         |  |
| Gilead Sciences, Inc.           | 375558103 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         156200 |                0 | For         |                                   156200 | FOR                         |  |
| United Parcel Service, Inc.     | 911312106 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          48000 |                0 | For         |                                    48000 | FOR                         |  |
| Harley-Davidson, Inc.           | 412822108 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         577240 |                0 | Against     |                                   577240 | AGAINST                     |  |
| Robert Half Inc.                | 770323103 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         290400 |                0 | For         |                                   290400 | FOR                         |  |
| Southwest Airlines Co.          | 844741108 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1044383 |                0 | Against     |                                  1044383 | AGAINST                     |  |
| CVS Health Corporation          | 126650100 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         597568 |                0 | For         |                                   597568 | FOR                         |  |
| NOV Inc.                        | 62955J103 | 05/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         602300 |                0 | For         |                                   602300 | FOR                         |  |
| Affiliated Managers Group, Inc. | 008252108 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         351614 |                0 | For         |                                   351614 | FOR                         |  |
| Exxon Mobil Corporation         | 30231G102 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          62283 |                0 | For         |                                    62283 | FOR                         |  |
| Dollar General Corporation      | 256677105 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         402800 |                0 | For         |                                   402800 | FOR                         |  |
| Sealed Air Corporation          | 81211K100 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         424700 |                0 | For         |                                   424700 | FOR                         |  |
| Comcast Corporation             | 20030N101 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1146361 |                0 | For         |                                  1146361 | FOR                         |  |
| CarMax, Inc.                    | 143130102 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         410800 |                0 | For         |                                   410800 | FOR                         |  |
| eBay Inc.                       | 278642103 | 06/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         186194 |                0 | For         |                                   186194 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Kiltearn Partners LLP

**By (Signature):** Douglas McArthur

**By (Printed Signature):** Douglas McArthur

**By (Title):** Chief Compliance Officer

**Date:** 08/27/2025