Silchester International Investors LLP Long-Term Concentrated

Name: Silchester International Investors LLP Q4 2020 13F Filing | 13F Explorer
Creator: Silchester International Investors LLP
Published: 2021-02-03

Location: London, United Kingdom

CIK: 0001506409 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value: $1.463B (100.0% shares, 0.0% debt)

Holdings (4)

JHG JANUS HENDERSON GROUP PLC 32.6%

Value $477M Shares 14,665,651 Share Price $32.51 Est. Cost/Share $30.53 Unrealized @ Report Date +6.5%

KEP KOREA ELECTRIC PWR 23.6%

Value $345M Shares 28,113,542 Share Price $12.27 Est. Cost/Share $15.32 Unrealized @ Report Date -19.9%

— SK TELECOM LTD 23.4%

Value $342M Shares 13,977,689 Share Price $24.48 Est. Cost/Share $21.29 Unrealized @ Report Date —

KT KT CORP 20.5%

Value $299M Shares 27,177,519 Share Price $11.01 Est. Cost/Share $15.77 Unrealized @ Report Date -30.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
JHG	JANUS HENDERSON GROUP PLC	14,665,651	$477M	32.6%	$32.51	$30.53	+6.5%	ORD SHS	G4474Y214
KEP	KOREA ELECTRIC PWR	28,113,542	$345M	23.6%	$12.27	$15.32	-19.9%	SPONSORED ADR	500631106
—	SK TELECOM LTD	13,977,689	$342M	23.4%	$24.48	$21.29	—	SPONSORED ADR	78440P108
KT	KT CORP	27,177,519	$299M	20.5%	$11.01	$15.77	-30.2%	SPONSORED ADR	48268K101