Q4 2025 · 13F-HR
Skerryvore Asset Management Ltdholdings as filed
Filed 2026-02-13 · accession 0002043964-26-000002
$128.3M
Reported value
7
Positions
2025-12-31
Period end
The Brief · Skerryvore Asset Management Ltd · Q4 2025
AI · grounded in 13F
Skerryvore Asset Management Ltd initiated a new position in FNV valued at $45.4M. The fund also established new holdings in FMX for $35.5M and COCA-COLA FEMSA SAB DE CV for $28.5M. Additional new positions include MELI at $13.4M, WHEATON PRECIOUS METALS CORP at $2.7M, and HDFC BANK LTD at $1.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 351858105 | FNV | FRANCO NEV CORP | $45.4M | 35.4% | 218,953 | Common | SOLE |
| 344419106 | FMX | FOMENTO ECONOMICO MEXICANO S | $35.5M | 27.7% | 351,421 | Common | SOLE |
| 191241108 | KOF | COCA-COLA FEMSA SAB DE CV | $28.5M | 22.2% | 301,133 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $13.4M | 10.4% | 6,639 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $2.7M | 2.09% | 22,800 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $1.4M | 1.12% | 39,400 | Common | SOLE |
| 456788108 | INFY | INFOSYS LTD | $1.4M | 1.06% | 76,400 | 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.