0000950123-18-008272.txt : 20180813 0000950123-18-008272.hdr.sgml : 20180813 20180813120752 ACCESSION NUMBER: 0000950123-18-008272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180813 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180813 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: 181011157 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 06-30-2018 06-30-2018 Kiltearn Partners LLP

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

13F HOLDINGS REPORT 028-15836 N Stuart Gunderson 011-44-0131-460-1040 Stuart Gunderson Edinburgh X0 08-13-2018 0 30 4443967 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ADVANCE AUTO PARTS INC COM 00751Y106 94176 694000 SH SOLE 694000 0 0 ALLEGHANY CORP DEL COM 017175100 134474 233880 SH SOLE 233880 0 0 AMERICAN EXPRESS CO COM 025816109 188994 1928515 SH SOLE 1928515 0 0 ARROW ELECTRS INC COM 042735100 119966 1593600 SH SOLE 1593600 0 0 AUTONATION INC COM 05329W102 83523 1719295 SH SOLE 1719295 0 0 AUTOZONE COM 053332102 93293 139051 SH SOLE 139051 0 0 BAKER HUGHES A GE CO CL A 05722G100 117148 3546700 SH SOLE 3546700 0 0 CITIGROUP INC COM NEW 172967424 272482 4071751 SH SOLE 4071751 0 0 CVS HEALTH CORP COM 126650100 205688 3196395 SH SOLE 3196395 0 0 EXXON MOBIL CORP COM 30231G102 172717 2087725 SH SOLE 2087725 0 0 FRANKLIN RES INC COM 354613101 257653 8039100 SH SOLE 8039100 0 0 GENERAL ELECTRIC CO COM 369604103 195049 14331307 SH SOLE 14331307 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 277551 1258337 SH SOLE 1258337 0 0 HARLEY DAVIDSON INC COM 412822108 188103 4470132 SH SOLE 4470132 0 0 INFOSYS LTD SPONSORED ADR 456788108 50364 2592092 SH SOLE 2592092 0 0 INVESCO LTD SHS G491BT108 195615 7365010 SH SOLE 7365010 0 0 JOHNSON CTLS INTL PLC SHS G51502105 177691 5312126 SH SOLE 5312126 0 0 KIMBERLY CLARK CORP COM 494368103 108331 1028395 SH SOLE 1028395 0 0 KT CORP SPONSORED ADR 48268K101 138971 10464659 SH SOLE 10464659 0 0 MCKESSON CORP COM 58155Q103 249444 1869898 SH SOLE 1869898 0 0 MORGAN STANLEY COM NEW 617446448 102049 2152925 SH SOLE 2152925 0 0 NIELSEN HLDGS PLC SHS EUR G6518L108 126051 4075348 SH SOLE 4075348 0 0 OMNICOM GROUP INC COM 681919106 138605 1817299 SH SOLE 1817299 0 0 PROCTER AND GAMBLE CO COM 742718109 25487 326500 SH SOLE 326500 0 0 SCHLUMBERGER LTD COM 806857108 190001 2834573 SH SOLE 2834573 0 0 UNITED NAT FOODS INC COM 911163103 174147 4082204 SH SOLE 4082204 0 0 VIACOM INC NEW CL B 92553P201 140681 4664500 SH SOLE 4664500 0 0 WELLS FARGO CO NEW COM 949746101 102257 1844458 SH SOLE 1844458 0 0 WILLIAMS SONOMA INC COM 969904101 53361 869347 SH SOLE 869347 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 70095 628993 SH SOLE 628993 0 0