SPRUCEGROVE INVESTMENT MANAGEMENT LTD RYAAY — RYANAIR HLDGS PLC

Ownership history in SPRUCEGROVE INVESTMENT MANAGEMENT LTD  ·  27 quarters on record

AI Ownership Summary

SPRUCEGROVE INVESTMENT MANAGEMENT LTD reported RYANAIR HLDGS PLC (RYAAY) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 39.47% in 2025 Q4. The latest visible filing shows RYAAY at 35.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RYAAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPRUCEGROVE INVESTMENT MANAGEMENT LTD's position in RYANAIR HLDGS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RYAAY was reported at 35.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.47% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RYAAY stock page SPRUCEGROVE INVESTMENT MANAGEMENT LTD fund profile SPRUCEGROVE INVESTMENT MANAGEMENT LTD full holdings
How SPRUCEGROVE INVESTMENT MANAGEMENT LTD held RYAAY — position size vs. price
% of Fund (quarterly)    RYAAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15.3% +11.3% ❌ 3,843,067 -694,055 -15.3% 35.54% $222.1M 2026-05-13 $54.94
2025 Q4 REDUCED 14.0% -19.4% ✅ 4,537,122 -736,386 -14.0% 39.47% $327.5M 2026-02-03 $70.77
2025 Q3 REDUCED 12.3% +20.8% ❌ 5,273,508 -737,699 -12.3% 25.49% $317.6M 2025-11-14 $62.57
2025 Q2 REDUCED 19.0% +1.2% ❌ 6,011,207 -1,411,793 -19.0% 28.01% $346.7M 2025-08-06 $63.61
2025 Q1 REDUCED 12.2% +36.1% ❌ 7,423,000 -1,033,700 -12.2% 18.42% $171.3M 2025-05-13 $49.09
2024 Q4 REDUCED — — — 8,456,700 -141,401 -1.6% 26.40% $368.6M 2025-02-10 $44.70
2024 Q3 ADDED — — — 8,598,101 +5,429,939 +171.4% 21.71% $388.5M 2024-10-24 $43.41
2024 Q2 ADDED — — — 3,168,162 +368,800 +13.2% 19.12% $368.9M 2024-08-12 $39.19
2024 Q1 ADDED — — — 2,799,362 +61,500 +2.2% 16.47% $407.6M 2024-05-13 $49.62
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RYAAY

As of 2026 Q2 — sorted by position size

Silchester International Investors LLP 3Y 7Y 12.32% Trinity Street Asset Management LLP 3Y 7Y 11.9% ABC ARBITRAGE SA 1.41% Ninety One North America, Inc. 3Y 7Y 0.55% Gallacher Capital Management LLC 3Y 0.32% Covenant Partners, LLC 3Y 7Y 0.22% CHICAGO TRUST Co NA 3Y 7Y 0.13% Plan A Wealth LLC 0.12% LVW Advisors, LLC 3Y 7Y 0.07% Net Worth Advisory Group 0.06%

FAQ About SPRUCEGROVE INVESTMENT MANAGEMENT LTD and RYAAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPRUCEGROVE INVESTMENT MANAGEMENT LTD reported owning RYAAY?

SPRUCEGROVE INVESTMENT MANAGEMENT LTD reported RYAAY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RYAAY position in SPRUCEGROVE INVESTMENT MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for RYAAY was 39.47% in 2025 Q4.

What is the latest reported RYAAY position on this page?

The most recent filing on this page is 2026 Q1, when SPRUCEGROVE INVESTMENT MANAGEMENT LTD reported 3,843,067 shares, equal to 35.54% of portfolio, with an estimated market value of $222.1M.

What does the chart on this RYAAY ownership page compare?

The chart compares SPRUCEGROVE INVESTMENT MANAGEMENT LTD's quarterly RYAAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPRUCEGROVE INVESTMENT MANAGEMENT LTD time their RYAAY position?

Based on 13F filing dates vs. subsequent RYAAY price moves, SPRUCEGROVE INVESTMENT MANAGEMENT LTD correctly timed 15 out of 26 reported position changes (58%). The annualised alpha on RYAAY relative to SPY over the holding period was -6.7%.

← Back to SPRUCEGROVE INVESTMENT MANAGEMENT LTD Holdings