Silchester International Investors LLP Top Holdings and 13F Report (2024)

About Silchester International Investors LLP

Investment Activity

  • Silchester International Investors LLP has $837.52 million in total holdings as of March 31, 2024.
  • Silchester International Investors LLP owns shares of 5 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 8.64% of the portfolio was purchased this quarter.
  • About 12.48% of the portfolio was sold this quarter.
  • This quarter, Silchester International Investors LLP has purchased 5 new stocks and bought additional shares in 1 stock.
  • Silchester International Investors LLP sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

KT
$366,885,384
Nutrien
$70,437,572
COCA-COLA EUROPACIFIC PARTNE
$5,765,489
Ryanair
$5,237,163

Largest New Holdings this Quarter

Nutrien
$70,437,572 Holding

Largest Purchases this Quarter

Nutrien
1,296,954 shares (about $70.44M)
COCA-COLA EUROPACIFIC PARTNE
27,307 shares (about $1.91M)

Largest Sales this Quarter

Janus Henderson Group
3,055,540 shares (about $100.50M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilchester International Investors LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$389,191,613$100,496,711 -20.5%11,833,12946.5%Finance
KT Co. stock logo
KT
KT
$366,885,3840.0%26,168,71543.8%Computer and Technology
Nutrien Ltd. stock logo
NTR
Nutrien
$70,437,572$70,437,572 New Holding1,296,9548.4%Basic Materials
COCA-COLA EUROPACIFIC PARTNE
$5,765,489$1,910,125 49.5%82,4230.7%SHS
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$5,237,1630.0%35,9720.6%Transportation
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$4,059,952 -100.0%00.0%Computer and Technology

More Institutional Buying and Selling Information

SEC Filings and Trading Data: