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Silchester International Investors LLP

CIK:0001506409
Asset Manager
$42B AUM
3 holdings
London, United Kingdom
Founded:1994
97 employees
Latest filing:Sep 30, 2025

Silchester International Investors LLP is an independent investment management firm based in London, United Kingdom. The firm acts as a registered investment adviser in the USA and is authorized by both the UK Financial Conduct Authority and the Central Bank of Ireland. Founded in 1994, Silchester primarily manages international equity portfolios for institutional investors including pension funds, endowments, foundations, and government entities. The firm is known for its long-standing international perspective, disciplined approach, and tailored client service.

Investment Strategy

Silchester International Investors LLP specializes in value-oriented, long-term investments in international equity markets outside the United States. The firm follows a bottom-up approach based on thorough fundamental analysis, seeking undervalued companies with the potential for sustainable value appreciation. Silchester is known for maintaining a concentrated portfolio, frequently engaging with company management, and taking a patient investment stance. The firm avoids short-term market moves and instead focuses on long-term intrinsic value, risk management, and stewardship of capital for institutional clients.

Latest 13F Filing Activity

Silchester International Investors LLP filed their most recent 13F report on Sep 30, 2025 disclosing 3 equity positions with a total 13F market value of $306M. The fund increased holdings in Ryanair Holdings PLC, Coca-cola Europacific Partne, Nutrien LTD. Silchester International Investors LLP reduced exposure to Nutrien LTD, Coca-cola Europacific Partne, Ryanair Holdings PLC.

Top Buys
N
NTRNUTRIEN LTD
-$159.9M
R
RYAAYRYANAIR HOLDINGS PLC
+$282.2K
C
CCEPCOCA-COLA EUROPACIFIC PARTNE
-$165.1K
Top Sells
N
NTRNUTRIEN LTD
-$159.9M
R
RYAAYRYANAIR HOLDINGS PLC
+$282.2K
C
CCEPCOCA-COLA EUROPACIFIC PARTNE
-$165.1K

Top Holdings

N
NTRNUTRIEN LTD
+95.7%$292.5M
R
RYAAYRYANAIR HOLDINGS PLC
+2.2%$6.7M
C
CCEPCOCA-COLA EUROPACIFIC PARTNE
+2.1%$6.5M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NUTRIEN LTD95.70%$292.5M4,981,447$49.02$58.71-$159.9M
RYANAIR HOLDINGS PLC2.18%$6.7M110,672$47.83$60.22+$282.2K
COCA-COLA EUROPACIFIC PARTNE2.11%$6.5M71,476$67.58$90.41-$165.1K

Industry Allocation

AGRICULTURAL CHEMICALS
+95.7%
AIR TRANSPORTATION, SCHEDULED
+2.2%
BOTTLED & CANNED SOFT DRINKS & CARBONATED WATERS
+2.1%