Kiltearn Companions Exits Sealed Air Place

Kiltearn Companions LLP totally exited its place in Sealed Air Company (NYSE:SEE), promoting 335,500 shares within the fourth quarter, in line with a Feb. 13 SEC submitting

• It offered 335,500 shares in Sealed Air

• The fund doesn’t maintain any Sealed Air shares

• Sealed Air had accounted for two.4% of Kiltearn’s AUM within the earlier quarter

Sealed Air supplies packaging and protecting options in meals security and product safety markets. The corporate leverages proprietary manufacturers and automation applied sciences to deal with important wants in meals preservation and safe product supply. Sealed Air Company serves a diversified buyer base.

• Gives packaging supplies, automation gear, and protecting options, with key manufacturers together with CRYOVAC, BUBBLE WRAP, and AUTOBAG.

• Generates income by supplying built-in packaging techniques and consumables to meals processors and industrial shoppers, with a concentrate on automation, meals security, and protecting packaging.

• Serves meals processors, e-commerce companies, client items firms, pharmaceutical corporations, and industrial producers globally.

Kiltearn Companions continues to carry solely 28 positions, in line with its 13F submitting. Therefore, it has a concentrated portfolio.

The 28 holdings had a price of $461.7 million on the finish of 2025. Its 5 largest positions accounted for over 44% of its AUM. Its positions ranged from 0.8% to 14.8% of AUM.

Beforehand, Sealed Air, whereas not one in every of its prime 10 holdings, made up a big 2.4% of Kiltearn’s AUM.

Sealed Air’s shares have carried out nicely over the past yr. Together with dividends, the inventory returned 26.3%, practically double the S&P 500 index’s 13.2%.

Nonetheless, Sealed Air’s third-quarter gross sales dropped 1% after eradicating foreign-currency translation results. For the yr, administration expects gross sales to fall by 2% to three%.

Sealed Air stories fourth-quarter outcomes on March 2.

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Lawrence Rothman, CFA has no place in any of the shares talked about. The Motley Idiot recommends Affiliated Managers Group, CVS Well being, Comcast, and Southwest Airways. The Motley Idiot has a disclosure coverage.

Kiltearn Companions Exits Sealed Air Place was initially revealed by The Motley Idiot