HoldingsChannel.com
Kiltearn Partners LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
GOLDMAN SACHS GROUP INC 750,723 -171,100 $116,054
     GS750,723-171,100$116,054
CITIGROUP INC 2,499,651 -157,982 $105,285
     C2,499,651-157,982$105,285
AFFILIATED MANAGERS GROUP IN 1,776,475 +309,345 $105,061
     AMG1,776,475+309,345$105,061
SCHLUMBERGER LTD 6,601,984 +1,549,000 $89,061
     SLB6,601,984+1,549,000$89,061
EXXON MOBIL CORP 2,219,625 +155,300 $84,279
     XOM2,219,625+155,300$84,279
WELLS FARGO CO NEW 2,914,337 +601,879 $83,641
     WFC2,914,337+601,879$83,641
FRANKLIN RESOURCES INC 4,850,494 -457,200 $80,955
     BEN4,850,494-457,200$80,955
CVS HEALTH CORP 1,342,709 -252,800 $79,663
     CVS1,342,709-252,800$79,663
NIELSEN HLDGS PLC 5,639,572 +987,524 $70,720
     NLSN5,639,572+987,524$70,720
MORGAN STANLEY 1,997,866 -87,000 $67,927
     MS1,997,866-87,000$67,927
STATE STR CORP 1,261,900 -58,500 $67,221
     STT1,261,900-58,500$67,221
AMERICAN EXPRESS CO 746,470 -86,500 $63,905
     AXP746,470-86,500$63,905
HARLEY DAVIDSON INC 3,325,877 -146,300 $62,959
     HOG3,325,877-146,300$62,959
KT CORP 7,701,925 +552,800 $59,921
     KT7,701,925+552,800$59,921
ZIMMER BIOMET HOLDINGS INC 471,400 -13,000 $47,649
     ZBH471,400-13,000$47,649
BAKER HUGHES COMPANY 4,406,900 +1,412,500 $46,272
     BHGE4,406,900+1,412,500$46,272
INVESCO LTD 4,904,177 -1,441,500 $44,530
     IVZ4,904,177-1,441,500$44,530
AUTOZONE INC 50,193 -18,216 $42,463
     AZO50,193-18,216$42,463
UNITED NAT FOODS INC 4,153,939 -244,700 $38,133
     UNFI4,153,939-244,700$38,133
LYONDELLBASELL INDUSTRIES N 704,800 +98,800 $34,979
     LYB704,800+98,800$34,979
WALGREEN BOOTS ALLIANCE INC 760,500 +760,500 $34,793
     WBA760,500+760,500$34,793
GILEAD SCIENCES INC 439,800 -168,900 $32,879
     GILD439,800-168,900$32,879
OMNICOM GROUP INC 525,219 -534,500 $28,835
     OMC525,219-534,500$28,835

See Full List: All Stocks Held By Kiltearn Partners LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Kiltearn Partners LLP

Size ($ in 1000's)
At 03/31/2020: $1,504,996
At 12/31/2019: $2,646,997

Kiltearn Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kiltearn Partners LLP 13F filings. Link to 13F filings: SEC filings

Kiltearn Partners LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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