Silchester International Investors as of Sept. 30, 2018
Portfolio Holdings for Silchester International Investors
Silchester International Investors holds 29 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SK Tele | 20.9 | $415M | 15M | 27.88 | |
| Korea Electric Power Corporation (KEP) | 20.6 | $410M | 31M | 13.17 | |
| Janus Henderson Group Plc Ord (JHG) | 20.5 | $408M | 15M | 26.96 | |
| KT Corporation (KT) | 20.0 | $398M | 27M | 14.85 | |
| Vale (VALE) | 10.4 | $207M | 14M | 14.84 | |
| Zimmer Holdings (ZBH) | 0.5 | $10M | 78k | 131.46 | |
| Discovery Communications | 0.5 | $9.9M | 308k | 32.00 | |
| Twenty-first Century Fox | 0.5 | $9.4M | 203k | 46.33 | |
| Franks Intl N V | 0.5 | $9.3M | 1.1M | 8.68 | |
| Alleghany Corporation | 0.5 | $9.3M | 14k | 652.54 | |
| Medtronic (MDT) | 0.4 | $8.1M | 83k | 98.36 | |
| Schlumberger (SLB) | 0.4 | $7.7M | 127k | 60.92 | |
| Envision Healthcare | 0.3 | $6.5M | 142k | 45.73 | |
| Walt Disney Company (DIS) | 0.3 | $6.4M | 54k | 116.94 | |
| Allergan | 0.3 | $6.4M | 34k | 190.49 | |
| Merck & Co (MRK) | 0.3 | $6.3M | 88k | 70.94 | |
| NCR Corporation (VYX) | 0.3 | $6.1M | 216k | 28.41 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $6.0M | 28k | 214.11 | |
| Commscope Hldg (COMM) | 0.3 | $6.1M | 197k | 30.76 | |
| Altria (MO) | 0.3 | $5.7M | 95k | 60.31 | |
| Brightsphere Inv | 0.3 | $5.5M | 447k | 12.40 | |
| Legg Mason | 0.3 | $5.3M | 171k | 31.23 | |
| Vistra Energy (VST) | 0.2 | $4.9M | 197k | 24.88 | |
| Pfizer (PFE) | 0.2 | $4.6M | 104k | 44.07 | |
| Artisan Partners (APAM) | 0.2 | $4.0M | 125k | 32.40 | |
| National-Oilwell Var | 0.2 | $3.5M | 82k | 43.07 | |
| Halliburton Company (HAL) | 0.2 | $3.6M | 90k | 40.53 | |
| Anadarko Petroleum Corporation | 0.2 | $3.4M | 51k | 67.41 | |
| Sealed Air (SEE) | 0.1 | $2.1M | 53k | 40.16 |
