StockDriftsStockDriftsTop 4 Silchester International Investors LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NTR | NUTRIEN LTD | 68.84% | 678.4K | $42.7M | -48.20%(-631.24K) | $50.60(+31.70%) | 2026-06-30 | |
| RYAAY | RYANAIR HOLDINGS PLC | 12.32% | 118.1K | $7.6M | +15.23%(+15.60K) | $47.97(+24.04%) | 2026-06-30 | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 11.53% | 71.5K | $7.2M | +0.00%(+0) | $65.85(+59.63%) | 2026-06-30 | |
| CRH | CRH PLC | 7.31% | 42.4K | $4.5M | +0.00%(+0) | $114.96(-11.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.10% | +2.47% | +13.00% |
| Top 20 Holdings Unweighted | +17.96% | +64.12% | +1.07% | +5.48% |
Silchester International Investors LLP reports $62.04M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are NTR (68.8%), RYAAY (12.3%) and CCEP (11.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +70.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silchester International Investors LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1506409). View Silchester International Investors LLP’s 13F filings on SEC