Kiltearn Partners

Kiltearn Partners as of June 30, 2015

Portfolio Holdings for Kiltearn Partners

Kiltearn Partners holds 26 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs (GS) 9.5 $205M 984k 208.79
Citigroup (C) 8.2 $176M 3.2M 55.24
Bank of America Corporation (BAC) 7.1 $153M 9.0M 17.02
Alleghany Corporation 7.0 $151M 322k 468.76
Morgan Stanley (MS) 6.5 $140M 3.6M 38.79
Loews Corporation (L) 5.9 $127M 3.3M 38.51
Franklin Resources (BEN) 5.2 $111M 2.3M 49.03
Corning Incorporated (GLW) 5.1 $110M 5.6M 19.73
Bank of New York Mellon Corporation (BK) 5.1 $110M 2.6M 41.97
Ingram Micro 4.1 $89M 3.6M 25.03
Microsoft Corporation (MSFT) 4.0 $86M 2.0M 44.15
Suntrust Banks Inc $1.00 Par Cmn 3.6 $79M 1.8M 43.02
KT Corporation (KT) 3.6 $78M 6.2M 12.67
Patterson-UTI Energy (PTEN) 3.4 $73M 3.9M 18.81
Verizon Communications (VZ) 3.1 $68M 1.4M 46.61
Pos (PKX) 3.1 $67M 1.4M 49.09
CNA Financial Corporation (CNA) 2.9 $63M 1.7M 38.21
Arrow Electronics (ARW) 2.2 $48M 855k 55.80
Berkshire Hathaway (BRK.B) 1.9 $40M 294k 136.11
Helmerich & Payne (HP) 1.8 $40M 564k 70.42
Joy Global 1.7 $38M 1.0M 36.20
Rowan Companies 1.1 $25M 1.2M 21.11
Vale (VALE) 1.1 $23M 3.9M 5.89
Ensco Plc Shs Class A 1.1 $23M 1.0M 22.27
Tenaris (TS) 0.9 $20M 750k 27.02
SK Tele 0.6 $12M 485k 24.79