Kiltearn Partners as of March 31, 2016
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 23 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.3 | $220M | 1.4M | 156.98 | |
| Citigroup (C) | 7.7 | $183M | 4.4M | 41.75 | |
| Corning Incorporated (GLW) | 7.4 | $176M | 8.4M | 20.89 | |
| Franklin Resources (BEN) | 7.0 | $166M | 4.2M | 39.05 | |
| Bank of America Corporation (BAC) | 5.9 | $140M | 10M | 13.52 | |
| Alleghany Corporation | 5.2 | $124M | 251k | 496.20 | |
| Morgan Stanley (MS) | 5.2 | $123M | 4.9M | 25.01 | |
| Joy Global | 5.1 | $121M | 7.5M | 16.07 | |
| Loews Corporation (L) | 4.8 | $113M | 3.0M | 38.26 | |
| Tenaris (TS) | 4.5 | $106M | 4.3M | 24.76 | |
| KT Corporation (KT) | 4.4 | $105M | 7.8M | 13.42 | |
| Arrow Electronics (ARW) | 4.4 | $104M | 1.6M | 64.41 | |
| Pos (PKX) | 4.1 | $97M | 2.0M | 47.33 | |
| Patterson-UTI Energy (PTEN) | 3.8 | $89M | 5.1M | 17.62 | |
| Helmerich & Payne (HP) | 3.4 | $80M | 1.4M | 58.72 | |
| Vale (VALE) | 3.0 | $72M | 17M | 4.21 | |
| National-Oilwell Var | 2.8 | $65M | 2.1M | 31.10 | |
| American Express Company (AXP) | 2.6 | $63M | 1.0M | 61.40 | |
| Ingram Micro | 2.4 | $58M | 1.6M | 35.91 | |
| Berkshire Hathaway (BRK.B) | 2.4 | $56M | 396k | 141.88 | |
| Jacobs Engineering | 2.1 | $50M | 1.1M | 43.55 | |
| Microsoft Corporation (MSFT) | 1.9 | $45M | 820k | 55.23 | |
| CNA Financial Corporation (CNA) | 0.8 | $19M | 596k | 32.18 |
