Kiltearn Partners

Kiltearn Partners as of June 30, 2017

Portfolio Holdings for Kiltearn Partners

Kiltearn Partners holds 22 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citigroup (C) 9.8 $304M 4.5M 66.88
Goldman Sachs (GS) 9.6 $297M 1.3M 221.90
Franklin Resources (BEN) 8.8 $274M 6.1M 44.79
American Express Company (AXP) 6.8 $212M 2.5M 84.24
McKesson Corporation (MCK) 6.6 $204M 1.2M 164.54
Invesco (IVZ) 6.5 $203M 5.8M 35.19
Morgan Stanley (MS) 6.3 $197M 4.4M 44.56
Polaris Industries (PII) 5.2 $162M 1.8M 92.23
Alleghany Corporation 4.9 $154M 259k 594.80
Harley-Davidson (HOG) 4.8 $149M 2.8M 54.02
BorgWarner (BWA) 4.3 $134M 3.2M 42.36
KT Corporation (KT) 4.1 $128M 7.7M 16.64
Helmerich & Payne (HP) 4.0 $124M 2.3M 54.34
Arrow Electronics (ARW) 4.0 $124M 1.6M 78.42
AutoNation (AN) 2.8 $86M 2.0M 42.16
United Natural Foods (UNFI) 2.4 $75M 2.0M 36.70
Corning Incorporated (GLW) 2.2 $70M 2.3M 30.05
State Street Corporation (STT) 2.0 $64M 708k 89.73
CVS Caremark Corporation (CVS) 1.6 $49M 604k 80.46
Via 1.3 $41M 1.2M 33.57
Williams-Sonoma (WSM) 1.2 $39M 801k 48.50
Loews Corporation (L) 0.7 $23M 485k 46.81