StockDriftsStockDriftsTop 7 Skerryvore Asset Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNV | FRANCO NEV CORP | 30.38% | 163.3K | $34.0M | -6.90%(-12.10K) | $120.92(+91.51%) | 2026-06-30 | |
| FMX | FOMENTO ECONOMICO MEXICANO S | 28.17% | 246.7K | $31.6M | -7.91%(-21.19K) | $100.81(+15.58%) | 2026-06-30 | |
| KOF | COCA-COLA FEMSA SAB DE CV | 25.1% | 264.6K | $28.1M | -6.23%(-17.58K) | $89.92(+21.05%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 13.5% | 8.9K | $15.1M | +34.15%(+2.27K) | $1820.73(+0.41%) | 2026-06-30 | |
| WPM | WHEATON PRECIOUS METALS CORP | 1.96% | 19.5K | $2.2M | +0.00%(+0) | $58.66(+124.79%) | 2026-06-30 | |
| HDB | HDFC BANK LTD | 0.71% | 30.7K | $792K | -22.83%(-9.07K) | $31.85(-27.48%) | 2026-06-30 | |
| INFY | INFOSYS LTD | 0.19% | 19.8K | $207K | -24.76%(-6.50K) | $21.24(-41.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +63.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.11% |
Skerryvore Asset Management LTD reports $112.00M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are FNV (30.4%), FMX (28.2%) and KOF (25.1%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +63.35% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Skerryvore Asset Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043964). View Skerryvore Asset Management LTD’s 13F filings on SEC