Silchester International Investors LLP Long-Term Concentrated

Name: Silchester International Investors LLP Q1 2021 13F Filing | 13F Explorer
Creator: Silchester International Investors LLP
Published: 2021-04-26

Location: London, United Kingdom

CIK: 0001506409 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 26, 2021

Total Value: $1.471B (100.0% shares, 0.0% debt)

Holdings (4)

JHG JANUS HENDERSON GROUP PLC 29.3%

Value $431M Shares 13,822,045 Share Price $31.15 Est. Cost/Share $30.53 Unrealized @ Report Date +2.0%

— SK TELECOM LTD 28.1%

Value $414M Shares 15,202,082 Share Price $27.23 Est. Cost/Share $21.77 Unrealized @ Report Date —

KT KT CORP 23.0%

Value $338M Shares 27,177,519 Share Price $12.44 Est. Cost/Share $15.77 Unrealized @ Report Date -21.1%

KEP KOREA ELECTRIC PWR 19.6%

Value $288M Shares 28,113,542 Share Price $10.26 Est. Cost/Share $15.32 Unrealized @ Report Date -33.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
JHG	JANUS HENDERSON GROUP PLC	13,822,045	$431M	29.3%	$31.15	$30.53	+2.0%	ORD SHS	G4474Y214
—	SK TELECOM LTD	15,202,082	$414M	28.1%	$27.23	$21.77	—	SPONSORED ADR	78440P108
KT	KT CORP	27,177,519	$338M	23.0%	$12.44	$15.77	-21.1%	SPONSORED ADR	48268K101
KEP	KOREA ELECTRIC PWR	28,113,542	$288M	19.6%	$10.26	$15.32	-33.0%	SPONSORED ADR	500631106