Silchester International Investors LLP
London, X0
$62m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 16.7% of the portfolio this quarter.
Value
$62m
Stocks
4
Top 10 share
100.0%
Turnover
16.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Ryanair HoldingsRYAAY12.3% of the fund+15%
Cut
Sold some of their stake.
- NutrienNTR68.8% of the fund-48%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- NutrienNTR
- Share
- 68.8%
- Value
- $43m
- Shares
- 678,425
-48%
- Ryanair HoldingsRYAAY
- Share
- 12.3%
- Value
- $8m
- Shares
- 118,057
+15%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NutrienNTR | 68.8% | $43m | 678,425 | -48% |
| Ryanair HoldingsRYAAY | 12.3% | $8m | 118,057 | +15% |
| Coca-Cola Europacific PartnersCCEP | 11.5% | $7m | 71,476 | Held |
| CRH PublicCRH | 7.3% | $5m | 42,386 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 86.7% since 30 June 2025.
Where the money is
Materials76.1%
Industrials12.3%
Everyday goods11.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.