Q2 2026 13F · SEC CIK 2043964
Skerryvore Asset Management Ltd
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $112.0M
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $1.3B
Skerryvore Asset Management Ltd is a hedge fund that reported 7 positions worth $112.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Franco Nev Corp (FNV, 30.4%), Fomento Economico Mexicano S (FMX, 28.2%), Coca-Cola Femsa Sab de Cv (KOF, 25.1%).
Skerryvore Asset Management Ltd holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FNVFranco Nev Corp | 30.4% | -6.9% | $34.0M |
| FMXFomento Economico Mexicano S | 28.2% | -7.9% | $31.6M |
| KOFCoca-Cola Femsa Sab de Cv | 25.1% | -6.2% | $28.1M |
| MELIMercadolibre Inc | 13.5% | +34.1% | $15.1M |
| WPMWheaton Precious Metals Corp | 2.0% | +0.0% | $2.2M |
| HDBHdfc Bank Ltd | 0.7% | -22.8% | $792K |
| INFYInfosys Ltd | 0.2% | -24.8% | $207K |
What Skerryvore Asset Management Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- MELI Mercadolibre Inc+34.1% shares
Reduced
- INFY Infosys Ltd-24.8% shares
- HDB Hdfc Bank Ltd-22.8% shares
- FMX Fomento Economico Mexicano S-7.9% shares
- FNV Franco Nev Corp-6.9% shares
- KOF Coca-Cola Femsa Sab de Cv-6.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +18.8% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $112.0M | 7 |
| Q1 2026 | $120.1M | 7 |
| Q4 2025 | $128.3M | 7 |
| Q3 2025 | $143.3M | 6 |
| Q2 2025 | $124.2M | 6 |
| Q1 2025 | $123.0M | 6 |
| Q4 2024 | $98.3M | 6 |
Questions about Skerryvore Asset Management Ltd's portfolio
What stocks does Skerryvore Asset Management Ltd own?
Skerryvore Asset Management Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 7 positions worth $112.0M. The largest are Franco Nev Corp (FNV) at 30.4%, Fomento Economico Mexicano S (FMX) at 28.2%, Coca-Cola Femsa Sab de Cv (KOF) at 25.1%, Mercadolibre Inc (MELI) at 13.5% and Wheaton Precious Metals Corp (WPM) at 2.0%.
What did Skerryvore Asset Management Ltd buy last quarter?
In Q2 2026, Skerryvore Asset Management Ltd added Mercadolibre Inc (MELI) (+34.1% shares), compared with its Q1 2026 filing.
What did Skerryvore Asset Management Ltd sell last quarter?
In Q2 2026, Skerryvore Asset Management Ltd Infosys Ltd (INFY) (-24.8% shares), Hdfc Bank Ltd (HDB) (-22.8% shares) and Fomento Economico Mexicano S (FMX) (-7.9% shares), compared with its Q1 2026 filing.
When is Skerryvore Asset Management Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Skerryvore Asset Management Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Skerryvore Asset Management Ltd manage?
Skerryvore Asset Management Ltd reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $112.0M.