Kiltearn Partners as of March 31, 2014
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 24 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $70M | 1.7M | 40.99 | |
| Goldman Sachs (GS) | 7.3 | $69M | 423k | 163.85 | |
| Morgan Stanley (MS) | 6.9 | $66M | 2.1M | 31.17 | |
| Corning Incorporated (GLW) | 6.8 | $65M | 3.1M | 20.82 | |
| Nabors Industries | 6.6 | $63M | 2.6M | 24.65 | |
| Citigroup (C) | 6.5 | $62M | 1.3M | 47.60 | |
| Bank of America Corporation (BAC) | 6.5 | $62M | 3.6M | 17.20 | |
| Bank of New York Mellon Corporation (BK) | 6.3 | $60M | 1.7M | 35.29 | |
| Alleghany Corporation | 6.2 | $59M | 145k | 407.38 | |
| Suntrust Banks Inc $1.00 Par Cmn | 4.0 | $38M | 956k | 39.79 | |
| Pos (PKX) | 3.9 | $37M | 535k | 69.41 | |
| CNA Financial Corporation (CNA) | 3.8 | $36M | 849k | 42.72 | |
| Ingram Micro | 3.6 | $34M | 1.2M | 29.56 | |
| Northrop Grumman Corporation (NOC) | 3.3 | $32M | 257k | 123.38 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $29M | 177k | 163.24 | |
| SK Tele | 3.0 | $29M | 1.3M | 22.57 | |
| Loews Corporation | 2.4 | $23M | 515k | 44.05 | |
| KT Corporation (KT) | 2.3 | $22M | 1.6M | 13.89 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $20M | 158k | 124.97 | |
| Hewlett-Packard Company | 2.1 | $20M | 605k | 32.36 | |
| Verizon Communications (VZ) | 1.9 | $19M | 389k | 47.68 | |
| Arrow Electronics (ARW) | 1.8 | $18M | 295k | 59.36 | |
| Patterson-UTI Energy (PTEN) | 1.1 | $11M | 330k | 31.68 | |
| Thomson Reuters Corp | 1.0 | $9.4M | 274k | 34.24 |
