Skerryvore Asset Management Ltd
CIK: 0002043964SEC EDGAR →
Portfolio Value
$128.3M
Holdings
7
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FRANCO NEV CORP | 218,953 | $45.4M | 35.38% |
| 2 | FOMENTO ECONOMICO MEXICANO S | 351,421 | $35.5M | 27.69% |
| 3 | COCA-COLA FEMSA SAB DE CV | 301,133 | $28.5M | 22.23% |
| 4 | MERCADOLIBRE INC | 6,639 | $13.4M | 10.42% |
| 5 | WHEATON PRECIOUS METALS CORP | 22,800 | $2.7M | 2.09% |
| 6 | HDFC BANK LTD | 39,400 | $1.4M | 1.12% |
| 7 | INFOSYS LTD | 76,400 | $1.4M | 1.06% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 2 | $64.0M | 49.9% |
| Basic Materials | 2 | $48.1M | 37.5% |
| Unknown | 1 | $13.4M | 10.4% |
| Financial Services | 1 | $1.4M | 1.1% |
| Technology | 1 | $1.4M | 1.1% |