$1.84 Billion is the total value of Silchester International Investors LLP's 7 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KEP | Sell | KOREA ELECTRIC PWRspon adr | $621,372,000 | +3.0% | 24,130,960 | -15.3% | 33.84% | -13.4% |
| VALE | Buy | VALE SAadr | $568,066,000 | +64.4% | 134,932,504 | +28.5% | 30.94% | +38.2% |
| KT | KT CORPspon adr | $371,691,000 | +12.7% | 27,696,783 | 0.0% | 20.24% | -5.3% | |
| SKM | Buy | SK TELECOM LTDspon adr | $272,704,000 | +3.5% | 13,520,288 | +3.4% | 14.85% | -13.0% |
| BAP | New | CREDICORP LTD | $1,117,000 | – | 8,526 | +100.0% | 0.06% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $783,000 | +18.3% | 4,100 | +17.1% | 0.04% | 0.0% |
| QIWI | Buy | QIWI PLCspon adr rep b | $553,000 | +5.5% | 38,154 | +30.7% | 0.03% | -11.8% |
| BABA | Exit | ALIBABA GROUP HLDG LTDspon ads | $0 | – | -8,700 | -100.0% | -0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Silchester Partners Limited #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KT CORP | 42 | Q3 2023 | 63.6% |
| SK TELECOM LTD | 34 | Q3 2021 | 40.1% |
| KOREA ELECTRIC PWR | 33 | Q2 2021 | 44.7% |
| JANUS HENDERSON GROUP PLC | 26 | Q3 2023 | 56.4% |
| VALE SA | 21 | Q1 2020 | 35.2% |
| ZIMMER BIOMET HLDGS INC | 4 | Q3 2018 | 0.5% |
| TWENTY FIRST CENTY FOX INC | 4 | Q3 2018 | 0.5% |
| ALLEGHANY CORP DEL | 4 | Q3 2018 | 0.5% |
| DISCOVERY INC | 4 | Q3 2018 | 0.5% |
| FRANKS INTL N V | 4 | Q3 2018 | 0.5% |
View Silchester International Investors LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| SC 13G/A | 2024-01-29 |
| SC 13G/A | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-17 |
| SC 13G/A | 2023-01-31 |
| SC 13G | 2023-01-31 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
View Silchester International Investors LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.