13F HOLDINGS REPORT
Skerryvore Asset Management Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002043964-25-000012
Total Value
$124.2M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FRANCO NEV CORP | FNV | 344,340 | $56.4M | 45.46% |
| 2 | MERCADOLIBRE INC | MELI | 13,499 | $35.3M | 28.42% |
| 3 | HDFC BANK LTD | HDB | 176,152 | $13.5M | 10.88% |
| 4 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 917,510 | $11.9M | 9.55% |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 44,500 | $4.0M | 3.22% |
| 6 | INFOSYS LTD | INFY | 165,825 | $3.1M | 2.47% |