Kiltearn Partners as of Dec. 31, 2015
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 23 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.1 | $186M | 1.0M | 180.23 | |
| Citigroup (C) | 8.8 | $181M | 3.5M | 51.75 | |
| Bank of America Corporation (BAC) | 7.2 | $148M | 8.8M | 16.83 | |
| Corning Incorporated (GLW) | 6.8 | $140M | 7.6M | 18.28 | |
| Franklin Resources (BEN) | 6.8 | $139M | 3.8M | 36.82 | |
| Loews Corporation (L) | 6.0 | $124M | 3.2M | 38.40 | |
| Alleghany Corporation | 5.7 | $116M | 243k | 477.93 | |
| Tenaris (TS) | 4.2 | $87M | 3.7M | 23.80 | |
| KT Corporation (KT) | 4.1 | $85M | 7.1M | 11.91 | |
| Morgan Stanley (MS) | 4.1 | $84M | 2.6M | 31.81 | |
| Joy Global | 4.0 | $82M | 6.5M | 12.61 | |
| Arrow Electronics (ARW) | 3.9 | $80M | 1.5M | 54.18 | |
| Patterson-UTI Energy (PTEN) | 3.7 | $77M | 5.1M | 15.08 | |
| Pos (PKX) | 3.7 | $75M | 2.1M | 35.36 | |
| Helmerich & Payne (HP) | 3.4 | $69M | 1.3M | 53.55 | |
| Ingram Micro | 2.7 | $55M | 1.8M | 30.38 | |
| Microsoft Corporation (MSFT) | 2.6 | $53M | 962k | 55.48 | |
| National-Oilwell Var | 2.6 | $53M | 1.6M | 33.49 | |
| Vale (VALE) | 2.5 | $51M | 16M | 3.29 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $51M | 385k | 132.04 | |
| American Express Company (AXP) | 2.2 | $44M | 636k | 69.55 | |
| Jacobs Engineering | 2.1 | $43M | 1.0M | 41.95 | |
| CNA Financial Corporation (CNA) | 1.4 | $29M | 822k | 35.15 |
