13F HOLDINGS REPORT
Skerryvore Asset Management Ltd
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0002043964-25-000003
Total Value
$98.3M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FRANCO NEV CORP | FNV | 390,140 | $45.9M | 46.66% |
| 2 | MERCADOLIBRE INC | MELI | 13,986 | $23.8M | 24.19% |
| 3 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 1,246,216 | $14.1M | 14.36% |
| 4 | HDFC BANK LTD | HDB | 144,577 | $9.2M | 9.39% |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 53,000 | $3.0M | 3.03% |
| 6 | INFOSYS LTD | INFY | 106,482 | $2.3M | 2.37% |