Silchester International Investors LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Silchester International Investors LLP reported 4 stock positions worth $115.6 million. Its top holding was Nutrien (NTR) at 85.5% of the portfolio, followed by Coca-Cola Europacific Partne (CCEP, 5.6%) and Ryanair Holdings PLC-SP ADR (RYAAY, 5.1%). Compared with Q4 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in CRH (CRH) and the biggest sale Nutrien (NTR, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001506409
- Portfolio Value
- $115.6M (Q1 2026)
- SEC Filing
- 0000929638-26-001489 ↗ filed Apr 14, 2026
Holdings Value
Holdings 4 stocks · $115.6M
Portfolio Sells Q4 2025 → Q1 2026
| NTR Nutrien Ltd. | Reduce -67.7% | 85.51% | −9.24 |
Portfolio Buys Q4 2025 → Q1 2026
| CRH CRH PLC | New | 3.76% | +3.76 |
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 |