Skerryvore Asset Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Skerryvore Asset Management Ltd reported 6 stock positions worth $98.3 million. Its top holding was Franco-Nevada (FNV) at 46.7% of the portfolio, followed by MercadoLibre (MELI, 24.2%) and Cia Cervecerias Uni-Spon ADR (CCU, 14.4%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $98.3M (Q4 2024)
- SEC Filing
- 0002043964-25-000003 ↗ filed Feb 10, 2025
Holdings Value
Holdings 6 stocks · $98.3M
| FNV Franco-Nevada Corp. | 46.66% | 390,140 | $45.9M | — |
| MELI MercadoLibre Inc. | 24.19% | 13,986 | $23.8M | — |
| CCU Cia Cervecerias Uni-Spon ADR filed as COMPANIA CERVECERIAS UNIDAS | 14.36% | 1,246,216 | $14.1M | — |
| HDB HDFC Bank Ltd.-ADR | 9.39% | 144,577 | $9.2M | — |
| WPM Wheaton Precious Metals Corp. | 3.03% | 53,000 | $3.0M | — |
| INFY Infosys Ltd.-SP ADR | 2.37% | 106,482 | $2.3M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |