HoldingsChannel.com
Kiltearn Partners LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MCKESSON CORP 1,727,562 -167,800 $232,167
     MCK1,727,562-167,800$232,167
CITIGROUP INC 3,257,333 -471,900 $228,111
     C3,257,333-471,900$228,111
GOLDMAN SACHS GROUP INC 1,105,523 -57,100 $226,190
     GS1,105,523-57,100$226,190
FRANKLIN RES INC 6,348,894 -1,218,600 $220,942
     BEN6,348,894-1,218,600$220,942
SCHLUMBERGER LTD 4,974,860 +347,200 $197,701
     SLB4,974,860+347,200$197,701
INVESCO LTD 7,585,377 -736,100 $155,197
     IVZ7,585,377-736,100$155,197
EXXON MOBIL CORP 1,897,525 -183,000 $145,407
     XOM1,897,525-183,000$145,407
HARLEY DAVIDSON INC 3,984,277 -255,100 $142,757
     HOG3,984,277-255,100$142,757
JOHNSON CTLS INTL PLC 3,220,900 -1,198,200 $133,055
     JCI3,220,900-1,198,200$133,055
AMERICAN EXPRESS CO 998,870 -177,000 $123,301
     AXP998,870-177,000$123,301
AFFILIATED MANAGERS GROUP IN 1,232,130 +260,100 $113,528
     AMG1,232,130+260,100$113,528
GENERAL ELECTRIC CO 10,096,722 -11,293,016 $106,016
     GE10,096,722-11,293,016$106,016
CVS HEALTH CORP 1,800,709 +30,300 $98,121
     CVS1,800,709+30,300$98,121
KT CORP 7,699,398 +64,173 $95,242
     KT7,699,398+64,173$95,242
NIELSEN HLDGS PLC 4,200,848 -398,800 $94,939
     NLSN4,200,848-398,800$94,939
AUTOZONE INC 84,120 -23,000 $92,487
     AZO84,120-23,000$92,487
OMNICOM GROUP INC 1,122,165 -107,600 $91,961
     OMC1,122,165-107,600$91,961
BAKER HUGHES A GE CO 3,574,800 +800 $88,047
     BHGE3,574,800+800$88,047
MORGAN STANLEY 1,937,921 -186,900 $84,900
     MS1,937,921-186,900$84,900
STATE STR CORP 1,489,500 +429,900 $83,501
     STT1,489,500+429,900$83,501
KIMBERLY CLARK CORP 591,499 -215,900 $78,835
     KMB591,499-215,900$78,835
WELLS FARGO CO NEW 1,472,058 -139,800 $69,658
     WFC1,472,058-139,800$69,658
ZIMMER BIOMET HLDGS INC 578,600 -54,200 $68,124
     ZBH578,600-54,200$68,124
LYONDELLBASELL INDUSTRIES N 642,000 +642,000 $55,295
     LYB642,000+642,000$55,295
BIOGEN INC 228,500 -21,900 $53,439
     BIIB228,500-21,900$53,439
UNITED NAT FOODS INC 5,203,790 -464,200 $46,678
     UNFI5,203,790-464,200$46,678

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 06/30/2019: $3,155,939
At 03/31/2019: $3,518,096

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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