What smart money is saying about Chong Kun Dang Pharmaceutical Group
185750.KS
No fund has written a full thesis on Chong Kun Dang Pharmaceutical Group in our archive, but 2 fund letters report a position in it — most recently Kopernik Global All-Cap Fund in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Chong Kun Dang Pharmaceutical Group on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Kyorin Pharmaceutical Co Ltd (“Kyorin”), a Japanese pharmaceutical company that develops prescription, generic, and over-the-counter drugs, had a total return of -31.6%, and Chong Kun Dang Pharmaceutical Group (“CKD Pharma”), a large South Korean pharmaceutical company with a diversified portfolio of prescription and over-the-counter medications, as well as health supplements, had a total return of -26.5%. Finally, in South Korea, two members of the country’s triopoly of telecom companies, LG Uplus Corp (“LG Uplus”) and KT Corp had total returns of -11.0% and -15.9%, respectively. LG Uplus and KT Corp each detracted 0.3% from total Fund returns, while Golden Agri, SLC Agricola, Kyorin, CKD Pharma each detracted 0.2%. We added to the Fund’s positions in Golden Agri, SLC Agricola, Kyorin, CKD Pharma, and KT Corp, and took advantage of price volatility in LG Uplus to trim and add opportunistically.”
Chong Kun Dang Pharmaceutical Group - HoldsAltrinsic Global Advisors Emerging Markets OpportunitiesJune 2026
“From a geographic perspective, gains in China (Lenovo, Tencent, Airtac) and the Philippines (International Container Terminal Services), as well as our underweight positioning in Saudi Arabia were sources of positive attribution. These were offset by our underweight and specific exposure to South Korean companies (Samsung, Silicon2, Krafton) as well as not owning SK Hynix;”
Chong Kun Dang Pharmaceutical Group
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