Kiltearn Partners as of March 31, 2017
Portfolio Holdings for Kiltearn Partners
Kiltearn Partners holds 19 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 10.6 | $299M | 1.3M | 229.72 | |
| Citigroup (C) | 9.5 | $269M | 4.5M | 59.82 | |
| Franklin Resources (BEN) | 9.0 | $256M | 6.1M | 42.14 | |
| American Express Company (AXP) | 7.0 | $198M | 2.5M | 79.11 | |
| Morgan Stanley (MS) | 6.6 | $187M | 4.4M | 42.84 | |
| Harley-Davidson (HOG) | 5.8 | $166M | 2.7M | 60.50 | |
| Alleghany Corporation | 5.5 | $158M | 256k | 614.66 | |
| KT Corporation (KT) | 5.3 | $151M | 9.0M | 16.83 | |
| Polaris Industries (PII) | 5.1 | $146M | 1.7M | 83.80 | |
| BorgWarner (BWA) | 4.6 | $131M | 3.1M | 41.79 | |
| Corning Incorporated (GLW) | 4.5 | $129M | 4.8M | 27.00 | |
| Loews Corporation (L) | 4.5 | $128M | 2.7M | 46.77 | |
| Invesco (IVZ) | 4.5 | $128M | 4.2M | 30.63 | |
| Arrow Electronics (ARW) | 4.2 | $119M | 1.6M | 73.41 | |
| McKesson Corporation (MCK) | 4.1 | $116M | 779k | 148.26 | |
| AutoNation (AN) | 3.0 | $85M | 2.0M | 42.29 | |
| State Street Corporation (STT) | 2.4 | $68M | 854k | 79.61 | |
| Helmerich & Payne (HP) | 2.0 | $58M | 864k | 66.57 | |
| Tenaris (TS) | 1.7 | $47M | 1.4M | 34.14 |
