Vault-13

Silchester International Investors LLP

London, X0 · CIK 1506409 · 13F filing filed 2026-07-07

SEC-registered investment adviser since 1995 · limited liability partnership

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
SILCHESTER INTERNATIONAL INVESTORS LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals London Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$62.0m reported value -46.3% vs Q1 2026
4positions
100.0%in top 10
0 new 1 added 1 reduced 0 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NUTRIEN LTD COM NTR NTR 678,425 $42.7m68.84% 68.84% ReducedShares held: Q3 2025 5.0m, Q4 2025 4.1m, Q1 2026 1.3m, Q2 2026 678.4k -631.2k -631,240 -48.2%
2 RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY RYAAY 118,057 $7.6m12.32% 12.32% AddedShares held: Q3 2025 110.7k, Q4 2025 102.5k, Q1 2026 102.5k, Q2 2026 118.1k +15.6k +15,602 15.2%
3 COCA-COLA EUROPACIFIC PARTNE SHS CCEP CCEP 71,476 $7.2m11.53% 11.53% UnchangedShares held: Q3 2025 71.5k, Q4 2025 71.5k, Q1 2026 71.5k, Q2 2026 71.5k
4 CRH PLC ORD CRH CRH 42,386 $4.5m7.31% 7.31% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 42.4k, Q2 2026 42.4k