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Institutional Investment Manager
Kiltearn Partners LLP
Kiltearn Partners LLP (CIK: 0001582633), located at 22 Charlotte Square, Edinburgh, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Original 13F HR (0000950123-15-008392) filed in 2015.08.11
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 293,900 40,003 1.86%
2 ALLEGHANY CORP 322,400 151,128 7.02%
3 SK TELECOM LTD 485,400 12,033 0.56%
4 HELMERICH & PAYNE INC 563,692 39,695 1.84%
5 TENARIS S A 749,831 20,260 0.94%
6 ARROW ELECTRONICS 855,400 47,731 2.22%
7 GOLDMAN SACHS GROUP INC 983,953 205,440 9.54%
8 JOY GLOBAL INCORPORATED 1,036,800 37,532 1.74%
9 ENSCO PLC 1,046,100 23,297 1.08%
10 ROWAN COMPANIES PLC 1,161,494 24,519 1.14%
11 POSCO 1,355,300 66,532 3.09%
12 VERIZON COMMUNICATIONS INC 1,448,421 67,511 3.13%
13 CNA FINL CORP 1,653,000 63,161 2.93%
14 SUNTRUST BKS INC 1,827,600 78,623 3.65%
15 MICROSOFT CORP 1,952,229 86,191 4.00%
16 FRANKLIN RESOURCES INC 2,272,700 111,430 5.17%
17 BANK NEW YORK MELLON CORP 2,610,465 109,561 5.09%
18 CITIGROUPINC 3,190,210 176,227 8.18%
19 LOEWS CORP 3,284,700 126,494 5.87%
20 InterDigital Inc 3,565,300 89,239 4.14%
21 MORGAN STANLEY 3,602,141 139,727 6.49%
22 Patterson UTI Energy Inc Com 3,894,400 73,273 3.40%
23 VALE S A 3,949,893 23,265 1.08%
24 CORNING INC 5,574,800 109,991 5.11%
25 KT CORP 6,190,946 78,439 3.64%
26 BANK AMER CORP 8,971,047 152,687 7.09%