SILCHESTER INTERNATIONAL INVESTORS LLP 13F Portfolio
SILCHESTER INTERNATIONAL INVESTORS LLP runs SILCHESTER INTERNATIONAL INVESTORS LLP and currently holds 4 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $62.04M. Their top holdings are NTR, RYAAY, CCEP, CRH. The top five represent 100.0% of reported portfolio weight. SILCHESTER INTERNATIONAL INVESTORS LLP ranks #687 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is RYAAY with returns of +12.02%.
Portfolio Value
$62.04M
Alpha Score
42.2
#687 of 1000
Holdings
4
SILCHESTER INTERNATIONAL INVESTORS LLP Current 13F Holdings
Reported holdings from SILCHESTER INTERNATIONAL INVESTORS LLP's latest SEC 13F filing, ranked by portfolio weight.
4 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NTR NUTRIEN LTD | 68.84% | $49.02 | $67.42 | +37.54% | Trimmed -48.20% |
RYAAY RYANAIR HOLDINGS PLC | 12.32% | $50.07 | $54.24 | +8.33% | Added +15.23% |
CCEP COCA-COLA EUROPACIFIC PARTNE | 11.53% | $67.58 | $104.25 | +54.26% | Held |
CRH CRH PLC | 7.31% | $105.12 | $81.55 | -22.42% | Held |