Skerryvore Asset Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Skerryvore Asset Management Ltd disclosed 7 stock positions valued at approximately $112.00M as of quarter-end June 30, 2026. The largest holdings include FRANCO NEV CORP, FOMENTO ECONOMICO MEXICANO S, and COCA-COLA FEMSA SAB DE CV.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $112.00M
Holdings by Sector
Skerryvore Asset Management Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FRANCO NEV CORP | FNV | Basic Materials | 30.38% | 163,253 | -12,100 | -6.90% | $34,028,455 |
| FOMENTO ECONOMICO MEXICANO S | FMX | Consumer Defensive | 28.17% | 246,680 | -21,188 | -7.91% | $31,550,372 |
| COCA-COLA FEMSA SAB DE CV | KOF | Consumer Defensive | 25.10% | 264,590 | -17,582 | -6.23% | $28,112,688 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 13.50% | 8,906 | +2,267 | +34.15% | $15,116,955 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 1.96% | 19,500 | - | - | $2,190,240 |
| HDFC BANK LTD | HDB | Financial Services | 0.71% | 30,658 | -9,069 | -22.83% | $791,896 |
| INFOSYS LTD | INFY | Technology | 0.19% | 19,753 | -6,500 | -24.76% | $207,209 |
Showing 7 of 7 holdings in the latest reporting period.