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 97.82% of Skerryvore Asset Management's stock portfolio.
  • Added to shares of these 1 stock: INFY.
  • Started 1 new stock position in INFY.
  • Reduced shares in these 6 stocks: MELI (-$9.4M), FNV, KOF, FMX, HDB, WPM.
  • Skerryvore Asset Management was a net seller of stock by $-21M.
  • Skerryvore Asset Management has $128M in assets under management (AUM), dropping by -10.50%.
  • Central Index Key (CIK): 0002043964

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Portfolio Holdings for Skerryvore Asset Management

Skerryvore Asset Management holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Franco-Nevada Corporation (FNV) 35.4 $45M -9% 219k 207.28
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Fomento Economico Mexicano S Spon Adr Units (FMX) 27.7 $36M -5% 351k 101.07
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 22.2 $29M -7% 301k 94.71
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MercadoLibre (MELI) 10.4 $13M -41% 6.6k 2014.26
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Wheaton Precious Metals Corp (WPM) 2.1 $2.7M -35% 23k 117.52
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Hdfc Bank Sponsored Ads (HDB) 1.1 $1.4M -58% 39k 36.54
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Infosys Sponsored Adr (INFY) 1.1 $1.4M NEW 76k 17.82
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Past Filings by Skerryvore Asset Management

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