The filings came down like dust motes in a sunbeam, these reports of holdings shifted and shares released. Kiltearn Partners, a fund that navigates the currents with a practiced hand, has fully exited its position in Sealed Air. Three hundred thirty-five thousand and five hundred shares, released back into the flow. It’s a small thing, perhaps, in the grand scheme of things, but these small shifts tell a story, a quiet murmur of change in the market’s vastness.
They held it for a time, this piece of Sealed Air, a solid 2.4% of their managed wealth. Not a king’s ransom, but a goodly portion nonetheless. Now, it’s gone, leaving a space in the portfolio, a small ache where something once was. A fund like Kiltearn doesn’t shed holdings lightly. It suggests a re-evaluation, a turning of the gaze toward other possibilities.
- The sale encompassed 335,500 shares of Sealed Air.
- Kiltearn now holds no shares in the company.
- Previously, Sealed Air represented 2.4% of Kiltearn’s total assets under management.
The Landscape of Holdings
Looking at the remaining fields, the ground they continue to cultivate, we see a concentration. Twenty-eight positions, a tight grouping, suggesting a belief in quality over quantity. $461.7 million spread amongst them, with the largest five claiming over 44% of the total. A careful hand at the tiller, avoiding the wide, open sea.
- NYSE: AMG: $68.2 million (14.8% of AUM)
- NYSE: DG: $42.0 million (9.1% of AUM)
- NYSE: CVS: $35.1 million (7.6% of AUM)
- NYSE: LUV: $29.5 million (6.4% of AUM)
- NASDAQ: CMCSA: $28.9 million (6.3% of AUM)
A Company’s Measure
Sealed Air, for those unfamiliar, is a provider of protection. Packaging, automation, solutions for keeping things safe in transit. They wrap the world in plastic and air, a necessary, if somewhat unseen, function in the modern economy. They serve the food processors, the e-commerce giants, the companies that move goods from one place to another. A quiet giant, working in the shadows.
| Metric | Value |
|---|---|
| Price (as of market close 2/13/26) | $41.93 |
| Market Capitalization | $6.2 billion |
| Revenue (TTM) | $5.3 billion |
| Net Income (TTM) | $396.4 million |
What Does it Mean?
Sealed Air’s shares, in the last year, have climbed, a solid return of 26.3%, outpacing even the broad market’s gains. A good run, certainly. But the third quarter brought a slight dip in sales, a 1% decline, masked by currency adjustments. The company anticipates a further contraction of 2-3% for the year. These are the subtle shifts, the quiet warnings that the market whispers to those who listen.
Kiltearn will report its fourth-quarter results on March 2nd. The market will watch, as it always does, searching for clues, for patterns, for the next turn in the long, slow dance of capital. It’s a hard life, this watching, this waiting. But someone must do it, must bear witness to the ebb and flow, the gains and losses, the quiet tragedies and fleeting triumphs of the market’s endless churn.
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2026-02-15 18:22