Kiltearn Partners as of Dec. 31, 2013
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 23 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 7.7 | $46M | 258k | 177.26 | |
| Morgan Stanley (MS) | 7.4 | $44M | 1.4M | 31.36 | |
| Microsoft Corporation (MSFT) | 7.2 | $43M | 1.2M | 37.43 | |
| Corning Incorporated (GLW) | 6.8 | $40M | 2.3M | 17.82 | |
| Citigroup (C) | 6.7 | $40M | 768k | 52.11 | |
| Bank of New York Mellon Corporation (BK) | 6.6 | $40M | 1.1M | 34.94 | |
| Bank of America Corporation (BAC) | 6.3 | $38M | 2.4M | 15.57 | |
| Lockheed Martin Corporation (LMT) | 4.9 | $30M | 199k | 148.66 | |
| Nabors Industries | 4.9 | $29M | 1.7M | 16.99 | |
| CNA Financial Corporation (CNA) | 4.1 | $25M | 570k | 42.89 | |
| Suntrust Banks Inc $1.00 Par Cmn | 4.0 | $24M | 648k | 36.81 | |
| Alleghany Corporation | 3.8 | $23M | 57k | 399.96 | |
| Hewlett-Packard Company | 3.6 | $22M | 780k | 27.98 | |
| Northrop Grumman Corporation (NOC) | 3.5 | $21M | 182k | 114.61 | |
| SK Tele | 3.5 | $21M | 838k | 24.62 | |
| Pos (PKX) | 3.4 | $21M | 264k | 78.00 | |
| Patterson-UTI Energy (PTEN) | 3.4 | $20M | 800k | 25.32 | |
| Ingram Micro | 3.0 | $18M | 767k | 23.46 | |
| KT Corporation (KT) | 2.6 | $16M | 1.1M | 14.87 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $13M | 108k | 118.56 | |
| Arrow Electronics (ARW) | 1.8 | $11M | 200k | 54.25 | |
| Raytheon Company | 1.5 | $9.2M | 102k | 90.70 | |
| Thomson Reuters Corp | 1.2 | $7.0M | 186k | 37.80 |
