Skerryvore Asset Management Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Skerryvore Asset Management Ltd reported 6 stock positions worth $143.3 million. Its top holding was Franco-Nevada (FNV) at 35.4% of the portfolio, followed by Fomento Economico Mex-SP ADR (FMX, 24.2%) and Coca-Cola Femsa Sab-SP ADR (KOF, 18.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 2 and reduced 4. The biggest buy was a new position in Fomento Economico Mex-SP ADR (FMX) and the biggest sale MercadoLibre (MELI, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $143.3M (Q3 2025)
- SEC Filing
- 0002043964-25-000013 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $143.3M
| FNV Franco-Nevada Corp. | 35.43% | 242,653 | $50.8M | Reduce -29.5% |
| FMX Fomento Economico Mex-SP ADR | 24.21% | 373,849 | $34.7M | New |
| KOF Coca-Cola Femsa Sab-SP ADR | 18.36% | 325,074 | $26.3M | New |
| MELI MercadoLibre Inc. | 16.99% | 11,308 | $24.4M | Reduce -16.2% |
| WPM Wheaton Precious Metals Corp. | 2.69% | 35,100 | $3.9M | Reduce -21.1% |
| HDB HDFC Bank Ltd.-ADR | 2.32% | 95,563 | $3.3M | Reduce -72.9% |
Portfolio Sells Q2 2025 → Q3 2025
| MELI MercadoLibre Inc. | Reduce -16.2% | 16.99% | −11.43 |
| FNV Franco-Nevada Corp. | Reduce -29.5% | 35.43% | −10.03 |
| CCU Cia Cervecerias Uni-Spon ADR | Sold out | 0.00% | −9.55 |
| HDB HDFC Bank Ltd.-ADR | Reduce -72.9% | 2.32% | −8.55 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −2.47 |
| WPM Wheaton Precious Metals Corp. | Reduce -21.1% | 2.69% | −0.53 |
Portfolio Buys Q2 2025 → Q3 2025
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 |