Kiltearn Partners Exits Sealed Air Position

• It sold 335,500 shares successful Sealed Air

• The money doesn’t clasp immoderate Sealed Air shares

• Sealed Air had accounted for 2.4% of Kiltearn’s AUM successful the erstwhile quarter

• Top holdings aft the filing:

  • NYSE: AMG: $68.2 cardinal (14.8% of AUM)

  • NYSE: DG: $42.0 cardinal (9.1% of AUM)

  • NYSE: CVS: $35.1 cardinal (7.6% of AUM)

  • NYSE: LUV: $29.5 cardinal (6.4% of AUM)

  • NASDAQ: CMCSA: $28.9 cardinal (6.3% of AUM)

Sealed Air provides packaging and protective solutions successful nutrient information and merchandise extortion markets. The institution leverages proprietary brands and automation technologies to code captious needs successful nutrient preservation and unafraid merchandise delivery. Sealed Air Corporation serves a diversified lawsuit base.

• Provides packaging materials, automation equipment, and protective solutions, with cardinal brands including CRYOVAC, BUBBLE WRAP, and AUTOBAG.

• Generates gross by supplying integrated packaging systems and consumables to nutrient processors and concern clients, with a absorption connected automation, nutrient safety, and protective packaging.

• Serves nutrient processors, e-commerce businesses, user goods companies, pharmaceutical firms, and concern manufacturers globally.

Kiltearn Partners continues to clasp lone 28 positions, according to its 13F filing. Hence, it has a concentrated portfolio.

The 28 holdings had a worth of $461.7 cardinal astatine the extremity of 2025. Its 5 largest positions accounted for implicit 44% of its AUM. Its positions ranged from 0.8% to 14.8% of AUM.

Previously, Sealed Air, portion not 1 of its apical 10 holdings, made up a important 2.4% of Kiltearn’s AUM.

Sealed Air’s shares person performed good implicit the past year. Including dividends, the banal returned 26.3%, astir treble the S&P 500 index’s 13.2%.

Nonetheless, Sealed Air’s third-quarter income dropped 1% aft removing foreign-currency translation effects. For the year, absorption expects income to autumn by 2% to 3%.

Sealed Air reports fourth-quarter results connected March 2.

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