Kiltearn Partners as of Dec. 31, 2014
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 20 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 10.2 | $157M | 809k | 193.83 | |
| Citigroup (C) | 9.1 | $141M | 2.6M | 54.11 | |
| Morgan Stanley (MS) | 8.5 | $131M | 3.4M | 38.80 | |
| Bank of America Corporation (BAC) | 8.4 | $129M | 7.2M | 17.89 | |
| Alleghany Corporation | 7.9 | $122M | 263k | 463.50 | |
| Corning Incorporated (GLW) | 7.4 | $114M | 5.0M | 22.93 | |
| Bank of New York Mellon Corporation (BK) | 7.0 | $108M | 2.7M | 40.57 | |
| Microsoft Corporation (MSFT) | 5.9 | $91M | 2.0M | 46.45 | |
| Loews Corporation (L) | 4.5 | $70M | 1.7M | 42.02 | |
| Ingram Micro | 4.3 | $66M | 2.4M | 27.64 | |
| Suntrust Banks Inc $1.00 Par Cmn | 4.0 | $63M | 1.5M | 41.90 | |
| CNA Financial Corporation (CNA) | 3.8 | $59M | 1.5M | 38.71 | |
| KT Corporation (KT) | 3.8 | $59M | 4.1M | 14.12 | |
| Pos (PKX) | 3.7 | $57M | 898k | 63.81 | |
| Verizon Communications (VZ) | 2.9 | $45M | 958k | 47.02 | |
| Patterson-UTI Energy (PTEN) | 2.4 | $37M | 2.2M | 16.59 | |
| Berkshire Hathaway (BRK.B) | 2.3 | $36M | 241k | 150.15 | |
| Arrow Electronics (ARW) | 2.0 | $30M | 525k | 57.89 | |
| Helmerich & Payne (HP) | 1.2 | $19M | 274k | 67.42 | |
| SK Tele | 0.7 | $11M | 401k | 27.01 |
