Silchester International Investors LLP

CIK: 0001506409SEC EDGAR →

Portfolio Value

$264.2M

Holdings

3

As of

Q4 2025

New Positions

3

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NUTRIEN LTD

4,055,993$250.3M
94.75%
2

RYANAIR HOLDINGS PLC

102,455$7.4M
2.80%
3

COCA-COLA EUROPACIFIC PARTNE

71,476$6.5M
2.45%

Quarterly Changes

Top Buys

NTRNEW
$250.3M
$7.4M
CCEPNEW
$6.5M

Top Sells

No sells this quarter

New Positions (3)

$250.3M · 4.1M shares
$7.4M · 102K shares
$6.5M · 71K shares

Sector Breakdown

Sector# HoldingsValue%
Basic Materials1$250.3M94.7%
Industrials1$7.4M2.8%
Consumer Defensive1$6.5M2.5%