| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 1,548,453 | 370,777,000 | 13.39% | ||
| 2 | CITIGROUP INC | 4,818,911 | 286,388,000 | 10.34% | ||
| 3 | FRANKLIN RESOURCES INC | 5,899,600 | 233,506,000 | 8.43% | ||
| 4 | MORGAN STANLEY | 5,317,197 | 224,652,000 | 8.11% | ||
| 5 | AMERICAN EXPRESS CO | 2,428,400 | 179,896,000 | 6.50% | ||
| 6 | TENARIS S A | 4,479,296 | 159,956,000 | 5.78% | ||
| 7 | HARLEY DAVIDSON INC | 2,658,900 | 155,120,000 | 5.60% | ||
| 8 | ALLEGHANY CORP | 248,880 | 151,349,000 | 5.47% | ||
| 9 | BANK AMER CORP | 6,483,045 | 143,275,000 | 5.18% | ||
| 10 | CORNING INC | 5,877,800 | 142,654,000 | 5.15% | ||
| 11 | LOEWS CORP | 2,967,900 | 138,987,000 | 5.02% | ||
| 12 | ARROW ELECTRONICS | 1,778,200 | 126,786,000 | 4.58% | ||
| 13 | BORGWARNER INC | 3,039,252 | 119,868,000 | 4.33% | ||
| 14 | KT CORP | 8,261,074 | 116,399,000 | 4.20% | ||
| 15 | STATE STR CORP | 829,314 | 64,454,000 | 2.33% | ||
| 16 | HELMERICH & PAYNE INC | 693,129 | 53,648,000 | 1.94% | ||
| 17 | JOY GLOBAL INCORPORATED | 1,417,232 | 39,682,000 | 1.43% | ||
| 18 | POLARIS INDS INC | 381,746 | 31,452,000 | 1.14% | ||
| 19 | BERKSHIRE HATHAWAY INC DEL | 181,300 | 29,548,000 | 1.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-000791, filed 2017.02.03).
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.
