Silchester International Investors LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Silchester International Investors LLP reported 4 stock positions worth $742.7 million. Its top holding was Nutrien (NTR) at 69.1% of the portfolio, followed by Janus Henderson (JHG, 29.4%) and Coca-Cola Europacific Partne (CCEP, 0.8%). Compared with Q2 2024, it added to 2 and reduced 2. The biggest buy was Nutrien (NTR, shares +164%) and the biggest sale Janus Henderson (JHG, shares −45%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001506409
Portfolio Value
$742.7M (Q3 2024)
SEC Filing
0000950123-24-009869 ↗ filed Oct 24, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $837.5M Q1 2024 Q2 2024: $567.1M Q2 2024 Q3 2024: $742.7M $742.7M Q3 2024 Q4 2024: $812.8M Q4 2024 Q1 2025: $557.3M Q1 2025 Q2 2025: $465.4M Q2 2025 Q3 2025: $305.6M Q3 2025 Q4 2025: $264.2M Q4 2025 Q1 2026: $115.6M Q1 2026 Q2 2026: $62.0M Q2 2026

Holdings 4 stocks · $742.7M

NTR Nutrien Ltd. 69.13% 10,683,242 $513.4M Add +164.4%
JHG Janus Henderson Group PLC 29.39% 5,734,436 $218.3M Reduce -45.0%
CCEP Coca-Cola Europacific Partne 0.80% 75,691 $6.0M Reduce -8.2%
RYAAY Ryanair Holdings PLC-SP ADR 0.67% 110,672 $5.0M Add +207.7%

Portfolio Sells Q2 2024 → Q3 2024

JHG Janus Henderson Group PLC Reduce -45.0% 29.39% −32.53
CCEP Coca-Cola Europacific Partne Reduce -8.2% 0.80% −0.26

Portfolio Buys Q2 2024 → Q3 2024

NTR Nutrien Ltd. Add +164.4% 69.13% +32.85
RYAAY Ryanair Holdings PLC-SP ADR Add +207.7% 0.67% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$62.0MNTR, RYAAY, CCEP, CRH
Q1 2026 4$115.6MNTR, CCEP, RYAAY, CRH
Q4 2025 3$264.2MNTR, RYAAY, CCEP
Q3 2025 3$305.6MNTR, RYAAY, CCEP
Q2 2025 3$465.4MNTR, CCEP, RYAAY
Q1 2025 4$557.3MNTR, JHG, CCEP, RYAAY
Q4 2024 4$812.8MNTR, JHG, CCEP, RYAAY
Q3 2024 4$742.7MNTR, JHG, CCEP, RYAAY
Q2 2024 4$567.1MJHG, NTR, CCEP, RYAAY
Q1 2024 5$837.5MJHG, KT, NTR, CCEP, RYAAY