Silchester International Investors LLP Long-Term Concentrated

Name: Silchester International Investors LLP Q1 2014 13F Filing | 13F Explorer
Creator: Silchester International Investors LLP
Published: 2014-04-23

Location: London, United Kingdom

CIK: 0001506409 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 23, 2014

Total Value: $1.426B (100.0% shares, 0.0% debt)

Holdings (4)

KEP Korea Electric Power 38.6%

Value $550M Shares 32,036,280 Share Price $17.17 Est. Cost/Share $12.94 Unrealized @ Report Date +32.7%

KT KT Corp. 27.9%

Value $398M Shares 28,620,685 Share Price $13.89 Est. Cost/Share $16.53 Unrealized @ Report Date -16.0%

— SK Telecom Ltd 23.1%

Value $329M Shares 14,571,849 Share Price $22.57 Est. Cost/Share $19.94 Unrealized @ Report Date —

VZ Verizon Communications Inc 10.5%

Value $150M Shares 3,144,249 Share Price $47.68 * Est. Cost/Share $25.87 Unrealized @ Report Date +0.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
KEP	Korea Electric Power	32,036,280	$550M	38.6%	$17.17	$12.94	+32.7%	SPON ADR	500631106
KT	KT Corp.	28,620,685	$398M	27.9%	$13.89	$16.53	-16.0%	SPON ADR	48268K101
—	SK Telecom Ltd	14,571,849	$329M	23.1%	$22.57	$19.94	—	SPON ADR	78440P108
VZ	Verizon Communications Inc	3,144,249	$150M	10.5%	$47.68 *	$25.87	+0.7%	COM	92343V104