Kiltearn Partners as of March 31, 2015
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.3 | $174M | 923k | 187.97 | |
| Citigroup (C) | 8.2 | $153M | 3.0M | 51.52 | |
| Alleghany Corporation | 7.8 | $146M | 300k | 487.00 | |
| Morgan Stanley (MS) | 7.1 | $133M | 3.7M | 35.69 | |
| Bank of America Corporation (BAC) | 6.8 | $127M | 8.2M | 15.39 | |
| Bank of New York Mellon Corporation (BK) | 6.5 | $122M | 3.0M | 40.24 | |
| Corning Incorporated (GLW) | 6.3 | $118M | 5.2M | 22.68 | |
| Loews Corporation (L) | 5.7 | $106M | 2.6M | 40.83 | |
| Ingram Micro | 4.5 | $84M | 3.3M | 25.12 | |
| KT Corporation (KT) | 4.0 | $75M | 5.8M | 13.08 | |
| Microsoft Corporation (MSFT) | 4.0 | $74M | 1.8M | 40.65 | |
| Suntrust Banks Inc $1.00 Par Cmn | 3.8 | $70M | 1.7M | 41.09 | |
| Patterson-UTI Energy (PTEN) | 3.7 | $68M | 3.6M | 18.77 | |
| CNA Financial Corporation (CNA) | 3.6 | $66M | 1.6M | 41.43 | |
| Verizon Communications (VZ) | 3.5 | $66M | 1.3M | 48.63 | |
| Pos (PKX) | 3.4 | $64M | 1.2M | 54.66 | |
| Franklin Resources (BEN) | 2.8 | $53M | 1.0M | 51.32 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $40M | 274k | 144.32 | |
| Arrow Electronics (ARW) | 2.0 | $37M | 598k | 61.15 | |
| Helmerich & Payne (HP) | 1.9 | $36M | 526k | 68.07 | |
| Ensco Plc Shs Class A | 1.1 | $21M | 982k | 21.07 | |
| Rowan Companies | 1.0 | $19M | 1.1M | 17.71 | |
| SK Tele | 0.7 | $12M | 451k | 27.21 |
