Institutions / Skerryvore Asset Management Ltd
Skerryvore Asset Management Ltd
CIK 2043964 · Institution · as of Dec 31, 2025
Portfolio value
$128.28M
Positions
7
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Franco Nev Corp | $45.38M | 35.4% |
| Mexican Economic Development IncFMX | $35.52M | 27.7% |
| Coca Cola Femsa Sab de CvKOF | $28.52M | 22.2% |
| MercadoLibre, Inc. | $13.37M | 10.4% |
| Wheaton Precious Metals Corp | $2.68M | 2.1% |
| Hdfc Bank LtdHDB | $1.44M | 1.1% |
| Infosys LtdINFY | $1.36M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.