13F HOLDINGS REPORT
Skerryvore Asset Management Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002043964-26-000002
Total Value
$128.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FRANCO NEV CORP | FNV | 218,953 | $45.4M | 35.38% |
| 2 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 351,421 | $35.5M | 27.69% |
| 3 | COCA-COLA FEMSA SAB DE CV | COCSF | 301,133 | $28.5M | 22.23% |
| 4 | MERCADOLIBRE INC | MELI | 6,639 | $13.4M | 10.42% |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 22,800 | $2.7M | 2.09% |
| 6 | HDFC BANK LTD | HDB | 39,400 | $1.4M | 1.12% |
| 7 | INFOSYS LTD | INFY | 76,400 | $1.4M | 1.06% |