Skerryvore Asset Management Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Skerryvore Asset Management Ltd reported 7 stock positions worth $120.1 million. Its top holding was Franco-Nevada (FNV) at 38.1% of the portfolio, followed by Fomento Economico Mex-SP ADR (FMX, 25.7%) and Coca-Cola Femsa Sab-SP ADR (KOF, 23.2%). Compared with Q4 2025, it added to 1 and reduced 5. The biggest buy was HDFC Bank Ltd.-ADR (HDB, shares +1%) and the biggest sale Fomento Economico Mex-SP ADR (FMX, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $120.1M (Q1 2026)
- SEC Filing
- 0002043964-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $120.1M
| FNV Franco-Nevada Corp. | 38.13% | 175,353 | $45.8M | Reduce -19.9% |
| FMX Fomento Economico Mex-SP ADR | 25.66% | 267,868 | $30.8M | Reduce -23.8% |
| KOF Coca-Cola Femsa Sab-SP ADR | 23.22% | 282,172 | $27.9M | Reduce -6.3% |
| MELI MercadoLibre Inc. | 9.63% | 6,639 | $11.6M | No change |
| WPM Wheaton Precious Metals Corp. | 2.21% | 19,500 | $2.7M | Reduce -14.5% |
| HDB HDFC Bank Ltd.-ADR | 0.84% | 39,727 | $1.0M | Add +0.8% |
| INFY Infosys Ltd.-SP ADR | 0.31% | 26,253 | $366K | Reduce -65.6% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| HDB HDFC Bank Ltd.-ADR | Add +0.8% | 0.84% | −0.28 |
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 |