Kiltearn Partners Llp (1582633) Portfolio


Number of Companies: 20
Inflow: $147,819 K
Outflow: $-334,108 K
Net Flow: $-186,289 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2401 4 Harley-Davidson Inc (HOG) Automobiles 1,469,700 New Holding 1,469,700 $45.30 $66,577 $66,577
3000 32 American Express Co (AXP) Consumer Finance 1,582,100 Added More 560,300 $60.76 $34,043 $96,128
3011 13 Citigroup Inc (C) Diversified Banks 4,808,311 Added More 426,300 $42.39 $18,070 $203,824
2136 13 Franklin Resources Inc (BEN) Investment Management 4,698,900 Added More 451,700 $33.37 $15,073 $156,802
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 1,482,053 Added More 79,200 $148.58 $11,767 $220,203
2778 11 Bank Of America Corp (BAC) Diversified Banks 10,409,045 Added More 61,600 $13.27 $817 $138,128
2894 15 Morgan Stanley (MS) Institutional Brokerage 4,942,761 Added More 25,700 $25.98 $667 $128,412
355 1 Arrow Electronics Inc (ARW) Technology Distributors 1,620,900 Added More 8,500 $61.90 $526 $100,333
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 1,358,729 Added More 4,100 $67.13 $275 $91,211
2516 6 Vale Sa (VALE) Steel Raw Material Suppliers 17,038,593 Sold Some -23,100 $5.06 $-116 $86,215
3072 34 Microsoft Corp (MSFT) Infrastructure Software 815,069 Sold Some -4,600 $51.17 $-235 $41,707
2755 46 Loews Corp (L) P And C Insurance 2,705,000 Sold Some -251,400 $41.09 $-10,330 $111,148
2994 16 Corning Inc (GLW) Electronics Components 7,814,900 Sold Some -586,800 $20.48 $-12,017 $160,049
2980 11 Alleghany Corp (Y) Reinsurance 226,780 Sold Some -23,700 $549.58 $-13,025 $124,633
1048 13 Cna Financial Corp (CNA) P And C Insurance 0 Sold All -596,265 $31.42 $-18,734 $0
312 2 Joy Global Inc (JOY) Construction And Mining Machinery 6,535,102 Sold Some -975,703 $21.14 $-20,626 $138,152
2786 9 Ingram Micro Inc-Cl A (IM) Consumer Elec And Applc Whslrs 0 Sold All -1,615,000 $34.78 $-56,169 $0
2689 10 Jacobs Engineering Group Inc (JEC) Engineering Services 0 Sold All -1,142,000 $49.81 $-56,883 $0
2916 53 National Oilwell Varco Inc (NOV) Oil And Gas Services And Equip 0 Sold All -2,103,057 $33.65 $-70,767 $0
2737 50 Patterson-Uti Energy Inc (PTEN) Oil And Gas Services And Equip 1,536,746 Sold Some -3,527,300 $21.32 $-75,202 $32,763