0000950123-15-011221.txt : 20151112 0000950123-15-011221.hdr.sgml : 20151112 20151112061352 ACCESSION NUMBER: 0000950123-15-011221 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151112 DATE AS OF CHANGE: 20151112 EFFECTIVENESS DATE: 20151112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kiltearn Partners LLP CENTRAL INDEX KEY: 0001582633 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15836 FILM NUMBER: 151221181 BUSINESS ADDRESS: STREET 1: EXCHANGE PLACE 3, 3 SEMPLE STREET CITY: EDINBURGH STATE: X0 ZIP: EH3 8BL BUSINESS PHONE: 0131 460 1040 MAIL ADDRESS: STREET 1: EXCHANGE PLACE 3, 3 SEMPLE STREET CITY: EDINBURGH STATE: X0 ZIP: EH3 8BL 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001582633 XXXXXXXX 09-30-2015 09-30-2015 Kiltearn Partners LLP

Exchange Place 3, 3 Semple Street Edinburgh X0 EH3 8BL

13F HOLDINGS REPORT 028-15836 N Stuart Gunderson 001-44-0131-460-1040 Stuart Gunderson Edinburgh X0 11-10-2015 0 27 2153777 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AMERICAN EXPRESS CO COM 025816109 35093 473400 SH SOLE 473400 0 0 ALLEGHANY CORP DEL COM 017175100 119546 255380 SH SOLE 255380 0 0 ARROW ELECTRS INC COM 042735100 77326 1398800 SH SOLE 1398800 0 0 BANK OF AMERICA CORP COM 060505104 145949 9367745 SH SOLE 9367745 0 0 BANK NEW YORK MELLON CORP COM 064058100 55257 1411415 SH SOLE 1411415 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47648 365400 SH SOLE 365400 0 0 CITIGROUP INC COM NEW 172967424 164616 3318211 SH SOLE 3318211 0 0 CNA FINL CORP COM 126117100 62972 1802800 SH SOLE 1802800 0 0 CORNING INC COM 219350105 117474 6861800 SH SOLE 6861800 0 0 ENSCO PLC SHS CLASS A G3157S106 16227 1152500 SH SOLE 1152500 0 0 FRANKLIN RES INC COM 354613101 116620 3129900 SH SOLE 3129900 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 170468 981053 SH SOLE 981053 0 0 HELMERICH & PAYNE INC COM 423452101 42666 902792 SH SOLE 902792 0 0 INGRAM MICRO INC CL A 457153104 99086 3637500 SH SOLE 3637500 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 36592 977600 SH SOLE 977600 0 0 JOY GLOBAL INC COM 481165108 60879 4077605 SH SOLE 4077605 0 0 KT CORP SPONSORED ADR 48268K101 88227 6750346 SH SOLE 6750346 0 0 LOEWS CORP COM 540424108 122818 3398400 SH SOLE 3398400 0 0 MICROSOFT CORP COM 594918104 75323 1701829 SH SOLE 1701829 0 0 MORGAN STANLEY COM NEW 617446448 78733 2499461 SH SOLE 2499461 0 0 NATIONAL OILWELL VARCO INC COM 637071101 37770 1003200 SH SOLE 1003200 0 0 PATTERSON UTI ENERGY INC COM 703481101 68800 5235900 SH SOLE 5235900 0 0 POSCO SPONSORED ADR 693483109 70824 2022400 SH SOLE 2022400 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 30083 1862694 SH SOLE 1862694 0 0 SUNTRUST BKS INC COM 867914103 76216 1993100 SH SOLE 1993100 0 0 TENARIS SA SPONSORED ADR 88031M109 76079 3155500 SH SOLE 3155500 0 0 VALE SA ADR 91912E105 60485 14401193 SH SOLE 14401193 0 0