Skerryvore Asset Management Ltd
Net seller this quarter
$112M
7
-$3.55M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FNV | $34M | 30.38% | 0.08% | -6.9% | Q4 2024 |
 FMX | $31.6M | 28.17% | Not reported | -7.9% | Q3 2025 |
 KOF | $28.1M | 25.10% | Not reported | -6.2% | Q3 2025 |
 MELI | $15.1M | 13.50% | 0.02% | +34.2% | Q4 2024 |
 WPM | $2.19M | 1.96% | 0.00% | Not reported | Q4 2024 |
 HDB | $792K | 0.71% | 0.00% | -22.8% | Q4 2024 |
 INFY | $207K | 0.19% | 0.00% | -24.8% | Q4 2024 |
| Q1 2026 | |||||
| FNV | $45.8M | 38.13% | 0.09% | -19.9% | Q4 2024 |
| FMX | $30.8M | 25.66% | Not reported | -23.8% | Q3 2025 |
| KOF | $27.9M | 23.22% | Not reported | -6.3% | Q3 2025 |
| MELI | $11.6M | 9.63% | 0.01% | Not reported | Q4 2024 |
| WPM | $2.65M | 2.21% | 0.00% | -14.5% | Q4 2024 |
| HDB | $1.01M | 0.84% | 0.00% | +0.8% | Q4 2024 |
| INFY | $366K | 0.31% | 0.00% | -65.6% | Q4 2024 |
| Q4 2025 | |||||
| FNV | $45.4M | 35.38% | 0.11% | -9.8% | Q4 2024 |
| FMX | $35.5M | 27.69% | Not reported | -6.0% | Q3 2025 |
| KOF | $28.5M | 22.23% | Not reported | -7.4% | Q3 2025 |
| MELI | $13.4M | 10.42% | 0.01% | -41.3% | Q4 2024 |
| WPM | $2.68M | 2.09% | 0.01% | -35.0% | Q4 2024 |
| HDB | $1.44M | 1.12% | 0.00% | -58.8% | Q4 2024 |
| INFY | $1.36M | 1.06% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| FNV | $50.8M | 35.43% | 0.13% | -29.5% | Q4 2024 |
| FMX | $34.7M | 24.21% | Not reported | New | Q3 2025 |
| KOF | $26.3M | 18.36% | Not reported | New | Q3 2025 |
| MELI | $24.4M | 16.99% | 0.02% | -16.2% | Q4 2024 |
| WPM | $3.85M | 2.69% | 0.01% | -21.1% | Q4 2024 |
| HDB | $3.33M | 2.32% | 0.00% | -72.9% | Q4 2024 |