Silchester International Investors LLP
CIK
1506409
Location
London, X0
Portfolio Value
Micro
$62,038,948
Diversification
Highly concentrated
Reports for
SILCHESTER PARTNERS LTD
Silchester Continuation Ltd
Filing Date
Global Rank
#8,514
/ 8,798
▼ 1187
· as of Jun 2026
Top Industry
Agricultural Inputs
68.8%
Period ended 3 months ago
Filed Jul 7, 2026 · 3mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
4 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
68.8%
−16.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,077
Highly concentrated−2,293
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 76.1% | $47,242,155 |
| Industrials | 12.3% | $7,644,190 |
| Consumer Defensive | 11.5% | $7,152,603 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RYAAY | Ryanair Holdings PLC | +15,602 | 118,057 | $7,644,190 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NTR | Nutrien Ltd. | −631,240 | 678,425 | $42,706,853 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 tracked positions ·
$62,038,948 total
· filing declares
4 positions · $62,038,950
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NTR |
Nutrien Ltd.
Basic Materials
|
Reduced | 678,425 | $42,706,853 | 68.84% | |
| RYAAY |
Ryanair Holdings PLC
Industrials
|
Added | 118,057 | $7,644,190 | 12.32% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Held | 71,476 | $7,152,603 | 11.53% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 42,386 | $4,535,302 | 7.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.