Kiltearn Partners as of Dec. 31, 2016
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 19 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 13.4 | $371M | 1.5M | 239.45 | |
| Citigroup (C) | 10.3 | $286M | 4.8M | 59.43 | |
| Franklin Resources (BEN) | 8.4 | $234M | 5.9M | 39.58 | |
| Morgan Stanley (MS) | 8.1 | $225M | 5.3M | 42.25 | |
| American Express Company (AXP) | 6.5 | $180M | 2.4M | 74.08 | |
| Tenaris (TS) | 5.8 | $160M | 4.5M | 35.71 | |
| Harley-Davidson (HOG) | 5.6 | $155M | 2.7M | 58.34 | |
| Alleghany Corporation | 5.5 | $151M | 249k | 608.12 | |
| Bank of America Corporation (BAC) | 5.2 | $143M | 6.5M | 22.10 | |
| Corning Incorporated (GLW) | 5.2 | $143M | 5.9M | 24.27 | |
| Loews Corporation (L) | 5.0 | $139M | 3.0M | 46.83 | |
| Arrow Electronics (ARW) | 4.6 | $127M | 1.8M | 71.30 | |
| BorgWarner (BWA) | 4.3 | $120M | 3.0M | 39.44 | |
| KT Corporation (KT) | 4.2 | $116M | 8.3M | 14.09 | |
| State Street Corporation (STT) | 2.3 | $65M | 829k | 77.72 | |
| Helmerich & Payne (HP) | 1.9 | $54M | 693k | 77.40 | |
| Joy Global | 1.4 | $40M | 1.4M | 28.00 | |
| Polaris Industries (PII) | 1.1 | $32M | 382k | 82.39 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $30M | 181k | 162.98 |
