$1.4 Billion is the total value of Silchester International Investors LLP's 5 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JHG | Buy | JANUS HENDERSON GROUP PLC | $388,719,000 | -8.4% | 18,164,451 | +6.9% | 27.83% | -2.9% |
| SKM | Buy | SK TELECOM LTDsponsored adr | $338,355,000 | +12.6% | 13,670,928 | +11.4% | 24.22% | +19.4% |
| KEP | KOREA ELECTRIC PWRsponsored adr | $312,060,000 | -14.7% | 28,113,542 | 0.0% | 22.34% | -9.5% | |
| KT | Buy | KT CORPsponsored adr | $294,211,000 | +1.7% | 23,784,273 | +2.3% | 21.06% | +7.8% |
| VALE | Sell | VALE S Asponsored ads | $63,464,000 | -37.2% | 4,722,020 | -38.9% | 4.54% | -33.4% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Silchester Partners Ltd #1
- Silchester Capital Ltd #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
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.