What smart money is saying about LG Uplus Corp.
032640.KS
No fund has written a full thesis on LG Uplus Corp. in our archive, but 2 fund letters report a position in it, most recently Kopernik International Fund in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in LG Uplus Corp. on record in the archive was reported in Q3 2026, across 2 fund letters, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- TrimmedKopernik International FundSeptember 2026
“LG Uplus Corp. (“LG Uplus”) and KT Corp, two members of South Korea’s triopoly of telecom companies, had total returns of 20.4% and 12.1%, respectively. LG Uplus contributed 0.5%, and KT Corp contributed 0.2% to total Fund returns. Several South Korean conglomerates, known as chaebols, also performed strongly. GS Holdings Corp. (“GS Holdings”), which has business segments in oil refining, retail, and power generation, had a total return of 108.6%, a 0.5% contribution to total Fund returns; LG Corp, which has electronics, batteries, 3 KINTLMFCOM093026 energy, chemicals, and telecom businesses, had a total return of 31.2%, a 0.3% contribution to total Fund returns. DL E&C Co. Ltd. (“DL E&C”), an engineering and construction firm with exposure to multi-family housing, civil projects, and industrial plants, had a total return of 41.3%, a 0.3% contribution. We trimmed KT Corp and took advantage of volatility in the price of LG Uplus and DL E&C to trim and add opportunistically.”
LG Uplus Corp. - TrimmedKopernik Global All-Cap FundSeptember 2026
“The South Korean indices are also extremely concentrated; two semiconductor companies make up ~63% of the MSCI Korea Index4. Those companies were down significantly during the quarter, dragging down much, but not all, of the index (the KOSPI5 was also down 19%). Fortunately, many of the portfolio holdings proved to be uncorrelated with the KOSPI. The resulting volatility has provided many opportunities within the South Korea holdings, which contributed 2.3% to total Fund returns during the quarter. LG Uplus Corp. (“LG Uplus”) and KT Corp, two members of South Korea’s triopoly of telecom companies, had total returns of 20.4% and 12.0%, respectively. LG Uplus contributed 0.5%, and KT Corp contributed 0.2% to total Fund returns. Several South Korean conglomerates, known as chaebols, also performed strongly. GS Holdings Corp. (“GS Holdings”), which has business segments in oil 3 KGACMFCOM093026 refining, retail, and power generation, had a total return of 110.3%, a 0.5% contribution to total Fund returns; LG Corp, which has electronics, batteries, energy, chemicals, and telecom businesses, had a total return of 31.2%, a 0.3% contribution to total Fund returns. Other South Korean companies contributing positively included DL E&C Co. Ltd. (“DL E&C”), an engineering and construction firm with exposure to multi-family housing, civil projects, and industrial plants, with a total return of 40.9%, a 0.3% contribution; and Pan Ocean Co. Ltd., (“Pan Ocean”), a large South Korean dry bulk shipping company, with a total return of 42.1%, a 0.2% contribution. We trimmed Pan Ocean on higher prices, and took advantage of volatility in the price of DL E&C and LG Uplus to trim and add opportunistically.”
LG Uplus Corp.
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