Skerryvore Asset Management Ltd 13F Holdings
CIK 0002043964 · EDINBURGH, X0
As of Sep 30, 2025, Skerryvore Asset Management Ltd reported 6 positions worth
CIK 0002043964 · EDINBURGH, X0
As of Sep 30, 2025, Skerryvore Asset Management Ltd reported 6 positions worth
43.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FRANCO NEVADA CORP | FNV | Basic Materials | 242,653 | $50.8M | 35.43% |
| MEXICAN ECONOMIC DEVELOPMENT INC | FMX | Consumer Defensive | 373,849 | $34.7M | 24.21% |
| COCA COLA FEMSA SAB DE CV | KOF | Consumer Defensive | 325,074 | $26.3M | 18.36% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 11,308 | $24.4M | 16.99% |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 35,100 | $3.9M | 2.69% |
| HDFC BANK LTD | HDB | Financial Services | 95,563 | $3.3M | 2.32% |