What smart money is saying about Golden Agri-Resources Ltd

Position history

Every position in Golden Agri-Resources Ltd on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.

Fund activity · 1 position · 1 move

• AddedKopernik Global All-Cap Fund

  June 2026

  “Agricultural producers Golden Agri- Resources Ltd (“Golden Agri”) and SLC Agricola SA (“SLC Agricola”) had total returns of -9.6% and -30.2%, respectively. Golden Agri is a palm oil producer with plantations in Indonesia; SLC Agricola is one of Brazil’s largest agricultural producers, focusing on the large-scale production of row crops such as corn, soybeans, and wheat. In 3 KGACMFCOM063026 healthcare, 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.”

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