Kiltearn Partners as of June 30, 2014
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 20 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 8.7 | $92M | 547k | 167.44 | |
| Microsoft Corporation (MSFT) | 8.2 | $87M | 2.1M | 41.70 | |
| Morgan Stanley (MS) | 7.8 | $83M | 2.6M | 32.33 | |
| Alleghany Corporation | 7.3 | $77M | 177k | 438.12 | |
| Bank of New York Mellon Corporation (BK) | 7.3 | $77M | 2.1M | 37.48 | |
| Bank of America Corporation (BAC) | 7.1 | $75M | 4.8M | 15.37 | |
| Citigroup (C) | 7.1 | $75M | 1.6M | 47.10 | |
| Corning Incorporated (GLW) | 6.9 | $73M | 3.3M | 21.95 | |
| Loews Corporation (L) | 4.7 | $49M | 1.1M | 44.01 | |
| Pos (PKX) | 4.6 | $48M | 647k | 74.44 | |
| Ingram Micro | 4.4 | $47M | 1.6M | 29.21 | |
| Suntrust Banks Inc $1.00 Par Cmn | 4.4 | $46M | 1.2M | 40.06 | |
| CNA Financial Corporation (CNA) | 3.9 | $42M | 1.0M | 40.42 | |
| KT Corporation (KT) | 3.8 | $40M | 2.6M | 15.14 | |
| SK Tele | 3.8 | $40M | 1.5M | 25.94 | |
| Verizon Communications (VZ) | 3.0 | $31M | 642k | 49.00 | |
| Berkshire Hathaway (BRK.B) | 2.3 | $24M | 189k | 126.56 | |
| Arrow Electronics (ARW) | 2.0 | $21M | 353k | 60.41 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $17M | 141k | 119.63 | |
| Thomson Reuters Corp | 1.1 | $12M | 330k | 36.47 |
