Skerryvore Asset Management Ltd 13F Holdings · Q2 2026
Skerryvore Asset Management Ltd reported 7 securities worth $112.00M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FNV (30.38%), FMX (28.17%), KOF (25.10%). Among its top 25 positions this quarter: 1 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNV | FRANCO NEV CORP | $34.0M | 30.38% | 163,253 | Trimmed |
| 2 | FMX | FOMENTO ECONOMICO MEXICANO S | $31.6M | 28.17% | 246,680 | Trimmed |
| 3 | KOF | COCA-COLA FEMSA SAB DE CV | $28.1M | 25.10% | 264,590 | Trimmed |
| 4 | MELI | MERCADOLIBRE INC | $15.1M | 13.50% | 8,906 | Added |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $2.2M | 1.96% | 19,500 | Hold |
| 6 | HDB | HDFC BANK LTD | $791,896 | 0.71% | 30,658 | Trimmed |
| 7 | INFY | INFOSYS LTD | $207,209 | 0.19% | 19,753 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR