Holders — by stockHoldings — by fund
Skerryvore Asset Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002043964
$112.0M
disclosed book value
7
positions
30.4%
largest position share
Positions, as of 2026-06-30
top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FNVFRANCO NEV CORP | 163,253 | $34.0M | 30.4% |
| 2 | FMXFOMENTO ECONOMICO MEXICANO S | 246,680 | $31.6M | 28.2% |
| 3 | KOFCOCA-COLA FEMSA SAB DE CV | 264,590 | $28.1M | 25.1% |
| 4 | MELIMERCADOLIBRE INC | 8,906 | $15.1M | 13.5% |
| 5 | WPMWHEATON PRECIOUS METALS CORP | 19,500 | $2.2M | 2% |
| 6 | HDBHDFC BANK LTD | 30,658 | $791,896 | 0.7% |
| 7 | INFYINFOSYS LTD | 19,753 | $207,209 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.