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 98.85% of Skerryvore Asset Management's stock portfolio.
  • Added to shares of these 1 stock: HDB.
  • Reduced shares in these 5 stocks: FNV (-$11M), FMX (-$9.6M), KOF, INFY, WPM.
  • Skerryvore Asset Management was a net seller of stock by $-24M.
  • Skerryvore Asset Management has $120M in assets under management (AUM), dropping by -6.35%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Franco-Nevada Corporation (FNV) 38.1 $46M -19% 175k 261.23
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Fomento Economico Mexicano S Spon Adr Units (FMX) 25.7 $31M -23% 268k 115.10
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 23.2 $28M -6% 282k 98.87
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MercadoLibre (MELI) 9.6 $12M 6.6k 1742.30
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Wheaton Precious Metals Corp (WPM) 2.2 $2.7M -14% 20k 135.97
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Hdfc Bank Sponsored Ads (HDB) 0.8 $1.0M 40k 25.51
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Infosys Sponsored Adr (INFY) 0.3 $367k -65% 26k 13.96
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Past Filings by Skerryvore Asset Management

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