Kiltearn Partners as of Sept. 30, 2014
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 18 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.7 | $121M | 658k | 183.57 | |
| Microsoft Corporation (MSFT) | 9.3 | $116M | 2.5M | 46.36 | |
| Citigroup (C) | 8.7 | $109M | 2.1M | 51.82 | |
| Morgan Stanley (MS) | 8.5 | $106M | 3.1M | 34.57 | |
| Bank of America Corporation (BAC) | 7.9 | $99M | 5.8M | 17.05 | |
| Bank of New York Mellon Corporation (BK) | 7.7 | $96M | 2.5M | 38.73 | |
| Alleghany Corporation | 7.1 | $89M | 212k | 418.15 | |
| Corning Incorporated (GLW) | 6.2 | $78M | 4.0M | 19.34 | |
| Pos (PKX) | 4.7 | $59M | 776k | 75.90 | |
| Loews Corporation (L) | 4.5 | $56M | 1.3M | 41.66 | |
| KT Corporation (KT) | 4.3 | $54M | 3.3M | 16.21 | |
| Ingram Micro | 4.0 | $50M | 1.9M | 25.81 | |
| CNA Financial Corporation (CNA) | 3.8 | $47M | 1.2M | 38.03 | |
| Suntrust Banks Inc $1.00 Par Cmn | 3.7 | $46M | 1.2M | 38.03 | |
| Verizon Communications (VZ) | 3.1 | $39M | 770k | 50.16 | |
| SK Tele | 2.6 | $33M | 1.1M | 30.34 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $31M | 226k | 138.14 | |
| Arrow Electronics (ARW) | 1.9 | $23M | 422k | 55.35 |
