Silchester International Investors LLP
Net seller this quarter
$62M
4
-$38.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NTR | $42.7M | 68.84% | 0.12% | -48.2% | Q1 2024 |
 RYAAY | $7.64M | 12.32% | 0.01% | +15.2% | Q4 2023 |
 CCEP | $7.15M | 11.53% | 0.02% | Not reported | Q4 2023 |
 CRH | $4.54M | 7.31% | 0.01% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| NTR | $98.8M | 85.51% | 0.23% | -67.7% | Q1 2024 |
| CCEP | $6.48M | 5.61% | 0.02% | Not reported | Q4 2023 |
| RYAAY | $5.92M | 5.12% | 0.01% | Not reported | Q4 2023 |
| CRH | $4.35M | 3.76% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| NTR | $250M | 94.75% | 0.71% | -18.6% | Q1 2024 |
| RYAAY | $7.4M | 2.80% | 0.01% | -7.4% | Q4 2023 |
| CCEP | $6.48M | 2.45% | 0.02% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| NTR | $292M | 95.70% | 0.88% | -35.9% | Q1 2024 |
| RYAAY | $6.66M | 2.18% | 0.01% | Not reported | Q4 2023 |
| CCEP | $6.46M | 2.11% | 0.02% | Not reported | Q4 2023 |