13F HOLDINGS REPORT
Skerryvore Asset Management Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002043964-25-000010
Total Value
$123.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FRANCO NEV CORP | FNV | 375,340 | $59.1M | 48.07% |
| 2 | MERCADOLIBRE INC | MELI | 13,575 | $26.5M | 21.53% |
| 3 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 1,152,956 | $17.5M | 14.25% |
| 4 | HDFC BANK LTD | HDB | 197,381 | $13.1M | 10.66% |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 51,200 | $4.0M | 3.23% |
| 6 | INFOSYS LTD | INFY | 152,604 | $2.8M | 2.26% |