Skerryvore Asset Management Ltd: 13F holdings
CIK 20439642026Q2
| Positions | 7 |
|---|
| Reported value | $112.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 7 (+0 vs prior quarter) |
|---|
| Reported value | $112.0m (-6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FNV FRANCO NEV CORP | 163,253 | $34.0m | 30.4% |
| FMX FOMENTO ECONOMICO MEXICANO S | 246,680 | $31.6m | 28.2% |
| KOF COCA-COLA FEMSA SAB DE CV | 264,590 | $28.1m | 25.1% |
| MELI MERCADOLIBRE INC | 8,906 | $15.1m | 13.5% |
| WPM WHEATON PRECIOUS METALS CORP | 19,500 | $2.2m | 2.0% |
| HDB HDFC BANK LTD | 30,658 | $791,896 | 0.7% |
| INFY INFOSYS LTD | 19,753 | $207,209 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043964")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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