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 $112.0M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FNV ($34.0M, 30.38%), FMX ($31.6M, 28.17%), KOF ($28.1M, 25.10%), MELI ($15.1M, 13.50%), WPM ($2.2M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNV | FRANCO NEV CORP | $34.0M | 30.38% | 163,253 | Trimmed |
| 2 | FMX | FOMENTO ECONOMICO MEXICANO S | $31.6M | 28.17% | 246,680 | Trimmed |
| 3 | KOF | COCA-COLA FEMSA SAB DE CV | $28.1M | 25.10% | 264,590 | Trimmed |
| 4 | MELI | MERCADOLIBRE INC | $15.1M | 13.50% | 8,906 | Added |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $2.2M | 1.96% | 19,500 | Hold |
| 6 | HDB | HDFC BANK LTD | $791,896 | 0.71% | 30,658 | Trimmed |
| 7 | INFY | INFOSYS LTD | $207,209 | 0.19% | 19,753 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30