Skerryvore Asset Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Skerryvore Asset Management Ltd reported 7 stock positions worth $112.0 million. Its top holding was Franco-Nevada (FNV) at 30.4% of the portfolio, followed by Fomento Economico Mex-SP ADR (FMX, 28.2%) and Coca-Cola Femsa Sab-SP ADR (KOF, 25.1%). Compared with Q1 2026, it added to 1 and reduced 5. The biggest buy was MercadoLibre (MELI, shares +34%) and the biggest sale Franco-Nevada (FNV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $112.0M (Q2 2026)
- SEC Filing
- 0002043964-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $112.0M
| FNV Franco-Nevada Corp. | 30.38% | 163,253 | $34.0M | Reduce -6.9% |
| FMX Fomento Economico Mex-SP ADR | 28.17% | 246,680 | $31.6M | Reduce -7.9% |
| KOF Coca-Cola Femsa Sab-SP ADR | 25.10% | 264,590 | $28.1M | Reduce -6.2% |
| MELI MercadoLibre Inc. | 13.50% | 8,906 | $15.1M | Add +34.1% |
| WPM Wheaton Precious Metals Corp. | 1.96% | 19,500 | $2.2M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.71% | 30,658 | $792K | Reduce -22.8% |
| INFY Infosys Ltd.-SP ADR | 0.18% | 19,753 | $207K | Reduce -24.8% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| MELI MercadoLibre Inc. | Add +34.1% | 13.50% | +3.87 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $112.0M | FNV, FMX, KOF, MELI, WPM |
| Q1 2026 | 7 | $120.1M | FNV, FMX, KOF, MELI, WPM |
| Q4 2025 | 7 | $128.3M | FNV, FMX, KOF, MELI, WPM |
| Q3 2025 | 6 | $143.3M | FNV, FMX, KOF, MELI, WPM |
| Q2 2025 | 6 | $124.2M | FNV, MELI, HDB, CCU, WPM |
| Q1 2025 | 6 | $123.0M | FNV, MELI, CCU, HDB, WPM |
| Q4 2024 | 6 | $98.3M | FNV, MELI, CCU, HDB, WPM |