Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Skerryvore Asset Management Ltd (CIK 2043964) reported $120.1M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNV ($45.8M, 38.13%), FMX ($30.8M, 25.66%), KOF ($27.9M, 23.22%), MELI ($11.6M, 9.63%), WPM ($2.7M, 2.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNV | FRANCO NEV CORP | $45.8M | 38.13% | 175,353 | Trimmed |
| 2 | FMX | FOMENTO ECONOMICO MEXICANO S | $30.8M | 25.66% | 267,868 | Trimmed |
| 3 | KOF | COCA-COLA FEMSA SAB DE CV | $27.9M | 23.22% | 282,172 | Trimmed |
| 4 | MELI | MERCADOLIBRE INC | $11.6M | 9.63% | 6,639 | Hold |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $2.7M | 2.21% | 19,500 | Trimmed |
| 6 | HDB | HDFC BANK LTD | $1.0M | 0.84% | 39,727 | Added |
| 7 | INFY | INFOSYS LTD | $366,492 | 0.31% | 26,253 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31