Silchester International Investors LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Silchester International Investors LLP reported 5 stock positions worth $837.5 million. Its top holding was Janus Henderson (JHG) at 46.5% of the portfolio, followed by KT Corp.-SP ADR (KT, 43.8%) and Nutrien (NTR, 8.4%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Nutrien (NTR) and the biggest sale Janus Henderson (JHG, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $837.5M (Q1 2024)
- SEC Filing
- 0000950123-24-003656 ↗ filed Apr 30, 2024
Holdings Value
Holdings 5 stocks · $837.5M
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |