Silchester International Investors LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Silchester International Investors LLP reported 3 stock positions worth $465.4 million. Its top holding was Nutrien (NTR) at 97.2% of the portfolio, followed by Coca-Cola Europacific Partne (CCEP, 1.4%) and Ryanair Holdings PLC-SP ADR (RYAAY, 1.4%). Compared with Q1 2025, it sold out of 1 and reduced 2. The biggest sale was an exit from Janus Henderson (JHG).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $465.4M (Q2 2025)
- SEC Filing
- 0000950123-25-006465 ↗ filed Jul 18, 2025
Holdings Value
Holdings 3 stocks · $465.4M
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |