| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 547,153 | 91,615,000 | 8.69% | ||
| 2 | MICROSOFT CORP | 2,077,956 | 86,651,000 | 8.22% | ||
| 3 | MORGAN STANLEY | 2,559,141 | 82,737,000 | 7.85% | ||
| 4 | ALLEGHANY CORP | 176,700 | 77,416,000 | 7.34% | ||
| 5 | BANK NEW YORK MELLON CORP | 2,059,221 | 77,180,000 | 7.32% | ||
| 6 | BANK AMER CORP | 4,848,647 | 74,524,000 | 7.07% | ||
| 7 | CITIGROUP INC | 1,581,710 | 74,499,000 | 7.07% | ||
| 8 | CORNING INC | 3,309,600 | 72,646,000 | 6.89% | ||
| 9 | LOEWS CORP | 1,112,700 | 48,970,000 | 4.65% | ||
| 10 | POSCO | 646,700 | 48,140,000 | 4.57% | ||
| 11 | INGRAM MICRO INC. CL A | 1,601,100 | 46,768,000 | 4.44% | ||
| 12 | SUNTRUST BKS INC | 1,157,900 | 46,385,000 | 4.40% | ||
| 13 | CNA FINL CORP | 1,028,600 | 41,576,000 | 3.94% | ||
| 14 | KT CORP | 2,635,156 | 39,896,000 | 3.78% | ||
| 15 | SK TELECOM LTD | 1,524,100 | 39,535,000 | 3.75% | ||
| 16 | VERIZON COMMUNICATIONS INC | 641,775 | 31,447,000 | 2.98% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 189,400 | 23,970,000 | 2.27% | ||
| 18 | ARROW ELECTRONICS | 353,400 | 21,349,000 | 2.03% | ||
| 19 | NORTHROP GRUMMAN CORP | 140,800 | 16,844,000 | 1.60% | ||
| 20 | THOMSON REUTERS CORP | 330,000 | 12,036,000 | 1.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-008241, filed 2014.08.11).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
