Silchester International Investors LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Silchester International Investors LLP reported 4 stock positions worth $557.3 million. Its top holding was Nutrien (NTR) at 94.8% of the portfolio, followed by Janus Henderson (JHG, 3.2%) and Coca-Cola Europacific Partne (CCEP, 1.2%). Compared with Q4 2024, it reduced 2. The biggest sale was Janus Henderson (JHG, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $557.3M (Q1 2025)
- SEC Filing
- 0000950123-25-003532 ↗ filed Apr 16, 2025
Holdings Value
Holdings 4 stocks · $557.3M
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |