Silchester International Investors LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Silchester International Investors LLP reported 4 stock positions worth $567.1 million. Its top holding was Janus Henderson (JHG) at 61.9% of the portfolio, followed by Nutrien (NTR, 36.3%) and Coca-Cola Europacific Partne (CCEP, 1.1%). Compared with Q1 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Nutrien (NTR, shares +212%) and the biggest sale an exit from KT Corp.-SP ADR (KT).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $567.1M (Q2 2024)
- SEC Filing
- 0000950123-24-006703 ↗ filed Jul 23, 2024
Holdings Value
Holdings 4 stocks · $567.1M
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| NTR Nutrien Ltd. | Add +211.6% | 36.28% | +27.87 |
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 |