0000950123-17-007123.txt : 20170810 0000950123-17-007123.hdr.sgml : 20170810 20170810110101 ACCESSION NUMBER: 0000950123-17-007123 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170810 DATE AS OF CHANGE: 20170810 EFFECTIVENESS DATE: 20170810 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: 171020245 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 06-30-2017 06-30-2017 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 08-10-2017 0 22 3110473 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ALLEGHANY CORP DEL COM 017175100 153803 258580 SH SOLE 258580 0 0 AMERICAN EXPRESS CO COM 025816109 212260 2519700 SH SOLE 2519700 0 0 ARROW ELECTRS INC COM 042735100 124421 1586600 SH SOLE 1586600 0 0 AUTONATION INC COM 05329W102 85964 2039000 SH SOLE 2039000 0 0 BORGWARNER INC COM 099724106 133538 3152452 SH SOLE 3152452 0 0 CITIGROUP INC COM NEW 172967424 303549 4538711 SH SOLE 4538711 0 0 CORNING INC COM 219350105 69595 2315979 SH SOLE 2315979 0 0 CVS HEALTH CORP COM 126650100 48582 603800 SH SOLE 603800 0 0 FRANKLIN RES INC COM 354613101 274057 6118700 SH SOLE 6118700 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 297243 1339537 SH SOLE 1339537 0 0 HARLEY DAVIDSON COM 412822108 149057 2759300 SH SOLE 2759300 0 0 HELMERICH & PAYNE INC COM 423452101 124401 2289302 SH SOLE 2289302 0 0 INVESCO LTD SHS G491BT108 202888 5765510 SH SOLE 5765510 0 0 KT CORP SPONSORED ADR 48268K101 127455 7659546 SH SOLE 7659546 0 0 LOEWS CORP COM 540424108 22718 485327 SH SOLE 485327 0 0 MCKESSON CORP COM 58155Q103 204380 1242132 SH SOLE 1242132 0 0 MORGAN STANLEY COM NEW 617446448 196714 4414597 SH SOLE 4414597 0 0 POLARIS INDS INC COM 731068102 161944 1755876 SH SOLE 1755876 0 0 STATE STR CORP COM 857477103 63512 707814 SH SOLE 707814 0 0 UNITED NAT FOODS INC COM 911163103 74701 2035445 SH SOLE 2035445 0 0 VIACOM INC NEW CL B 92553P201 40845 1216700 SH SOLE 1216700 0 0 WILLIAMS SONOMA INC COM 969904101 38846 800947 SH SOLE 800947 0 0