Silchester International Investors LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Silchester International Investors LLP reported 4 stock positions worth $812.8 million. Its top holding was Nutrien (NTR) at 64.4% of the portfolio, followed by Janus Henderson (JHG, 26.9%) and Coca-Cola Europacific Partne (CCEP, 8.2%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was Nutrien (NTR, shares +9%) and the biggest sale Janus Henderson (JHG, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $812.8M (Q4 2024)
- SEC Filing
- 0000950123-25-000357 ↗ filed Jan 17, 2025
Holdings Value
Holdings 4 stocks · $812.8M
Portfolio Sells Q3 2024 → Q4 2024
| JHG Janus Henderson Group PLC | Reduce -72.8% | 26.86% | −2.53 |
Portfolio Buys Q3 2024 → Q4 2024
| NTR Nutrien Ltd. | Add +9.4% | 64.38% | −4.75 |
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 |