Skerryvore Asset Management Ltd
CIK: 0002043964Latest portfolio: $128.3M · Q4 2025
Holdings
7
Total Value
$128.3M
New Positions
1
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FNVFRANCO NEV CORP | 218,953 | $45.4M | 35.38% | -23,700 | |
| 2 | FMXFOMENTO ECONOMICO MEXICANO S | 351,421 | $35.5M | 27.69% | -22,428 | |
| 3 | KOFCOCA-COLA FEMSA SAB DE CV | 301,133 | $28.5M | 22.23% | -23,941 | |
| 4 | MLB1MERCADOLIBRE INC | 6,639 | $13.4M | 10.42% | -4,669 | |
| 5 | WPMWHEATON PRECIOUS METALS CORP | 22,800 | $2.7M | 2.09% | -12,300 | |
| 6 | HDBHDFC BANK LTD | 39,400 | $1.4M | 1.12% | -56,163 | |
| 7 | INFYINFOSYS LTD | 76,400 | $1.4M | 1.06% | NEW |
Quarterly Changes
New Positions
- INFYNEW$1.4M
Closed Positions
No closed positions this quarter
Sector Breakdown
Consumer Defensive0.0% ($3.6T)
Basic Materials0.0% ($453.8B)
Unknown0.0% ($13.4M)
Financial Services0.0% ($1.4M)
Technology0.0% ($1.4M)
Filing History
Fund Information
Skerryvore Asset Management Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $128.3M across 7 holdings. The largest position is FRANCO NEV CORP (FNV), representing 35.4% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.