Skerryvore Asset Management Ltd
Skerryvore Asset Management Ltd reported 7 holdings worth US$112M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Skerryvore Asset Management Ltd reported 7 holdings worth US$112M as of Jun 30, 2026. Largest: Franco-nevada Corporation, Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb and Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b-. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 7
- Value as reported
- US$112M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Franco-nevada Corporation | 163K | US$34M | 30.4% |
| Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb | 247K | US$31.6M | 28.2% |
| Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b- | 265K | US$28.1M | 25.1% |
| Mercadolibre, Inc. | 8,906 | US$15.1M | 13.5% |
| Wheaton Precious Metals Corp | 19,500 | US$2.19M | 2.0% |
| Hdfc Bank Limited | 30,658 | US$792K | 0.71% |
| Infosys Limited | 19,753 | US$207K | 0.19% |