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Silchester International Investors LLP
Long Only Manager • Value
Silchester International Investors LLP is a Value-focused institution led by Timothy John Linehan, reporting $38.0B in AUM as of Q3 2025 with 96% Basic Materials concentration, with only 3 positions, and 96% allocation to NTR.
CCOTimothy John Linehan
- Portfolio Value
- $305.6M
- Positions
- 3
- Top Holding
- NTR at 95.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Silchester International Investors LLP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Agricultural Inputs Basic Materials | $292.5M | 95.70% | -$163.6M Sold | 1.03% 5.0M shares | |
Unknown Unknown | $6.7M | 2.18% | — | — 110.7K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $6.5M | 2.11% | — | 0.02% 71.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Silchester International Investors LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-35.87% |
Analytics
Portfolio insights and performance metrics for Silchester International Investors LLP
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