Skerryvore Asset Management Ltd Portfolio Stock Holdings
Skerryvore Asset Management Ltd disclosed 7 stock positions valued at approximately $120.1 million in its latest SEC 13F filing. The largest holdings include FRANCO NEV CORP, FOMENTO ECONOMICO MEXICANO S, and COCA-COLA FEMSA SAB DE CV. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 7
- Portfolio Value
- $120.1M
Holdings by Sector
Skerryvore Asset Management Ltd Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FRANCO NEV CORP | FNV | Basic Materials | 38.13% | 175,353 | -43,600 | -19.91% | $45,807,464 |
| FOMENTO ECONOMICO MEXICANO S | FMX | Consumer Defensive | 25.66% | 267,868 | -83,553 | -23.78% | $30,831,607 |
| COCA-COLA FEMSA SAB DE CV | KOF | Consumer Defensive | 23.22% | 282,172 | -18,961 | -6.30% | $27,898,346 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 9.63% | 6,639 | - | - | $11,567,130 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 2.21% | 19,500 | -3,300 | -14.47% | $2,651,415 |
| HDFC BANK LTD | HDB | Financial Services | 0.84% | 39,727 | +327 | +0.83% | $1,013,436 |
| INFOSYS LTD | INFY | Technology | 0.31% | 26,253 | -50,147 | -65.64% | $366,492 |