Q4 2024 · 13F-HR
Skerryvore Asset Management Ltdholdings as filed
Filed 2025-02-10 · accession 0002043964-25-000003
$98.3M
Reported value
6
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 351858105 | FNV | FRANCO NEV CORP | $45.9M | 46.7% | 390,140 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $23.8M | 24.2% | 13,986 | Common | SOLE |
| 204429104 | CCU | COMPANIA CERVECERIAS UNIDAS | $14.1M | 14.4% | 1,246,216 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $9.2M | 9.39% | 144,577 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $3.0M | 3.03% | 53,000 | Common | SOLE |
| 456788108 | INFY | INFOSYS LTD | $2.3M | 2.37% | 106,482 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.