$2.21 Billion is the total value of Silchester International Investors LLP's 28 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 460.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KEP | Buy | KOREA ELECTRIC PWRsponsored adr | $551,941,000 | +9.3% | 31,165,495 | +3.4% | 24.98% | -1.7% |
| VALE | Sell | VALE S Aadr | $446,424,000 | -0.3% | 36,502,400 | -17.9% | 20.20% | -10.3% |
| KT | Buy | KT CORPsponsored adr | $418,256,000 | +15.8% | 26,794,112 | +2.9% | 18.93% | +4.2% |
| SKM | Buy | SK TELECOM LTDsponsored adr | $406,245,000 | +15.0% | 14,555,550 | +1.3% | 18.38% | +3.5% |
| JHG | JANUS HENDERSON GROUP PLC | $352,629,000 | +9.8% | 9,216,653 | 0.0% | 15.96% | -1.2% | |
| Y | New | ALLEGHANY CORP DEL | $2,343,000 | – | 3,931 | +100.0% | 0.11% | – |
| SLB | New | SCHLUMBERGER LTD | $2,344,000 | – | 34,779 | +100.0% | 0.11% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $2,275,000 | – | 18,850 | +100.0% | 0.10% | – |
| DISCA | New | DISCOVERY COMMUNICATNS NEW | $1,942,000 | – | 86,796 | +100.0% | 0.09% | – |
| LM | New | LEGG MASON INC | $1,955,000 | – | 46,573 | +100.0% | 0.09% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $1,873,000 | – | 54,235 | +100.0% | 0.08% | – |
| FI | New | FRANKS INTL N V | $1,844,000 | – | 277,229 | +100.0% | 0.08% | – |
| MDT | New | MEDTRONIC PLC | $1,799,000 | – | 22,278 | +100.0% | 0.08% | – |
| DIS | New | DISNEY WALT CO | $1,593,000 | – | 14,818 | +100.0% | 0.07% | – |
| NCR | New | NCR CORP NEW | $1,590,000 | – | 46,775 | +100.0% | 0.07% | – |
| COMM | New | COMMSCOPE HLDG CO INC | $1,579,000 | – | 41,736 | +100.0% | 0.07% | – |
| MO | New | ALTRIA GROUP INC | $1,533,000 | – | 21,472 | +100.0% | 0.07% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $1,519,000 | – | 7,661 | +100.0% | 0.07% | – |
| EVHC | New | ENVISION HEALTHCARE CORP | $1,481,000 | – | 42,844 | +100.0% | 0.07% | – |
| MRK | New | MERCK & CO INC | $1,446,000 | – | 25,705 | +100.0% | 0.06% | – |
| New | OM ASSET MGMT PLC | $1,186,000 | – | 70,800 | +100.0% | 0.05% | – | |
| PFE | New | PFIZER INC | $1,084,000 | – | 29,940 | +100.0% | 0.05% | – |
| VST | New | VISTRA ENERGY CORP | $1,012,000 | – | 55,242 | +100.0% | 0.05% | – |
| HAL | New | HALLIBURTON CO | $931,000 | – | 19,052 | +100.0% | 0.04% | – |
| APC | New | ANADARKO PETE CORP | $790,000 | – | 14,719 | +100.0% | 0.04% | – |
| NOV | New | NATIONAL OILWELL VARCO INC | $788,000 | – | 21,875 | +100.0% | 0.04% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $769,000 | – | 19,457 | +100.0% | 0.04% | – |
| SEE | New | SEALED AIR CORP NEW | $775,000 | – | 15,725 | +100.0% | 0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Silchester Partners Limited #1
- Silchester Capital Ltd. #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
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 | 2024-04-30 |
| 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 |
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.