Skerryvore Asset Management Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Skerryvore Asset Management Ltd reported 7 stock positions worth $128.3 million. Its top holding was Franco-Nevada (FNV) at 35.4% of the portfolio, followed by Fomento Economico Mex-SP ADR (FMX, 27.7%) and Coca-Cola Femsa Sab-SP ADR (KOF, 22.2%). Compared with Q3 2025, it opened 1 new position and reduced 6. The biggest buy was a new position in Infosys Ltd.-SP ADR (INFY) and the biggest sale MercadoLibre (MELI, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $128.3M (Q4 2025)
- SEC Filing
- 0002043964-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 7 stocks · $128.3M
| FNV Franco-Nevada Corp. | 35.38% | 218,953 | $45.4M | Reduce -9.8% |
| FMX Fomento Economico Mex-SP ADR | 27.69% | 351,421 | $35.5M | Reduce -6.0% |
| KOF Coca-Cola Femsa Sab-SP ADR | 22.23% | 301,133 | $28.5M | Reduce -7.4% |
| MELI MercadoLibre Inc. | 10.42% | 6,639 | $13.4M | Reduce -41.3% |
| WPM Wheaton Precious Metals Corp. | 2.09% | 22,800 | $2.7M | Reduce -35.0% |
| HDB HDFC Bank Ltd.-ADR | 1.12% | 39,400 | $1.4M | Reduce -58.8% |
| INFY Infosys Ltd.-SP ADR | 1.06% | 76,400 | $1.4M | New |
Portfolio Sells Q3 2025 → Q4 2025
| MELI MercadoLibre Inc. | Reduce -41.3% | 10.42% | −6.57 |
| HDB HDFC Bank Ltd.-ADR | Reduce -58.8% | 1.12% | −1.20 |
| WPM Wheaton Precious Metals Corp. | Reduce -35.0% | 2.09% | −0.60 |
| FNV Franco-Nevada Corp. | Reduce -9.8% | 35.38% | −0.05 |
| FMX Fomento Economico Mex-SP ADR | Reduce -6.0% | 27.69% | +3.48 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -7.4% | 22.23% | +3.88 |
Portfolio Buys Q3 2025 → Q4 2025
| INFY Infosys Ltd.-SP ADR | New | 1.06% | +1.06 |
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 |