Bennbridge

Latest statistics and disclosures from Skerryvore Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FNV, FMX, KOF, MELI, WPM, and represent 97.68% of Skerryvore Asset Management's stock portfolio.
  • Added to shares of these 2 stocks: FMX (+$35M), KOF (+$26M).
  • Started 2 new stock positions in FMX, KOF.
  • Reduced shares in these 6 stocks: FNV (-$21M), CCU (-$12M), MELI, INFY, HDB, WPM.
  • Sold out of its positions in CCU, INFY.
  • Skerryvore Asset Management was a net buyer of stock by $16M.
  • Skerryvore Asset Management has $143M in assets under management (AUM), dropping by 15.44%.
  • Central Index Key (CIK): 0002043964

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Portfolio Holdings for Skerryvore Asset Management

Skerryvore Asset Management holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Franco-Nevada Corporation (FNV) 35.4 $51M -29% 243k 209.28
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Fomento Economico Mexicano S Spon Adr Units (FMX) 24.2 $35M NEW 374k 92.81
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 18.4 $26M NEW 325k 80.94
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MercadoLibre (MELI) 17.0 $24M -16% 11k 2153.57
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Wheaton Precious Metals Corp (WPM) 2.7 $3.9M -21% 35k 109.75
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Hdfc Bank Sponsored Ads (HDB) 2.3 $3.3M -45% 96k 34.85
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Past Filings by Skerryvore Asset Management

SEC 13F filings are viewable for Skerryvore Asset Management going back to 2024