Silchester International Investors LLP

Q2 2014 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2014
Date filed
7/31/2014
Form type
13F-HR
Num holdings
3
Total value ($000)
$1,399,450
Net value change ($000)
-26,959 (-1.9%)
New positions
0
Sold out positions
1
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/23/2014 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SKM 49,107 14.9%
KEP 38,076 6.9%
KT 35,776 9.0%
Top Reduces (Value $000, Stocks/ETFs)
VZ -149,918 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type