Silchester Partners as of Sept. 30, 2011
Portfolio Holdings for Silchester Partners
Silchester Partners holds 22 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $1.4M | 57k | 24.90 | |
| Lockheed Martin Corporation (LMT) | 7.2 | $1.4M | 19k | 72.63 | |
| Wal-Mart Stores (WMT) | 7.0 | $1.4M | 26k | 51.91 | |
| Cisco Systems (CSCO) | 7.0 | $1.4M | 87k | 15.50 | |
| Merck & Co (MRK) | 6.7 | $1.3M | 40k | 32.70 | |
| Raytheon Company | 6.2 | $1.2M | 30k | 40.88 | |
| White Mountains Insurance Gp (WTM) | 5.6 | $1.1M | 2.7k | 405.93 | |
| Morgan Stanley (MS) | 5.4 | $1.1M | 78k | 13.51 | |
| Pfizer (PFE) | 4.5 | $883k | 50k | 17.69 | |
| SK Tele | 4.5 | $872k | 62k | 14.06 | |
| General Mills (GIS) | 4.3 | $847k | 22k | 38.50 | |
| Goldman Sachs (GS) | 4.1 | $799k | 8.5k | 94.52 | |
| Citi | 4.0 | $771k | 30k | 25.61 | |
| Bank of New York Mellon Corporation (BK) | 3.9 | $755k | 41k | 18.59 | |
| Amgen (AMGN) | 3.6 | $703k | 13k | 54.92 | |
| Hartford Financial Services (HIG) | 3.0 | $583k | 36k | 16.15 | |
| Janus Capital | 3.0 | $584k | 97k | 6.00 | |
| Johnson & Johnson (JNJ) | 3.0 | $577k | 9.1k | 63.74 | |
| Northrop Grumman Corporation (NOC) | 3.0 | $574k | 11k | 52.18 | |
| Bank of America Corporation (BAC) | 2.9 | $566k | 93k | 6.12 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 2.5 | $484k | 43k | 11.28 | |
| Suntrust Banks Inc $1.00 Par Cmn | 1.2 | $241k | 13k | 17.99 |
