Silchester International Investors LLP
•CIK: 1506409•Filing: Q4 2025
Silchester International Investors LLP manages $264M across a concentrated portfolio of three key positions. The fund exhibits a significant overweighting in NTR, representing $250.3M of its total assets. Complementing this core holding are smaller, tactical allocations to RYAAY at $7.4M and INGVF at $6.5M. This structure suggests a high-conviction, deep-value approach anchored by its largest single position.
Total AUM
$264.2M
QoQ Performance
-13.5%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NTR
NTR94.7%
RYAAY2.8%
CCEP2.5%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023