Silchester International Investors LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Silchester International Investors LLP reported 4 stock positions worth $62.0 million. Its top holding was Nutrien (NTR) at 68.8% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 12.3%) and Coca-Cola Europacific Partne (CCEP, 11.5%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Ryanair Holdings PLC-SP ADR (RYAAY, shares +15%) and the biggest sale Nutrien (NTR, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $62.0M (Q2 2026)
- SEC Filing
- 0000929638-26-002505 ↗ filed Jul 7, 2026
Holdings Value
Holdings 4 stocks · $62.0M
Portfolio Sells Q1 2026 → Q2 2026
| NTR Nutrien Ltd. | Reduce -48.2% | 68.84% | −16.67 |
Portfolio Buys Q1 2026 → Q2 2026
| RYAAY Ryanair Holdings PLC-SP ADR | Add +15.2% | 12.32% | +7.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $62.0M | NTR, RYAAY, CCEP, CRH |
| Q1 2026 | 4 | $115.6M | NTR, CCEP, RYAAY, CRH |
| Q4 2025 | 3 | $264.2M | NTR, RYAAY, CCEP |
| Q3 2025 | 3 | $305.6M | NTR, RYAAY, CCEP |
| Q2 2025 | 3 | $465.4M | NTR, CCEP, RYAAY |
| Q1 2025 | 4 | $557.3M | NTR, JHG, CCEP, RYAAY |
| Q4 2024 | 4 | $812.8M | NTR, JHG, CCEP, RYAAY |
| Q3 2024 | 4 | $742.7M | NTR, JHG, CCEP, RYAAY |
| Q2 2024 | 4 | $567.1M | JHG, NTR, CCEP, RYAAY |
| Q1 2024 | 5 | $837.5M | JHG, KT, NTR, CCEP, RYAAY |