Skerryvore Asset Management Ltd
Top Portfolio Positions
7 positions ·
$115,972,999 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
175,353 | $43,320,958 | 37.35% |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
267,868 | $29,749,420 | 25.65% |
| KOF |
Coca Cola Femsa Sab De Cv
Consumer Defensive
|
282,172 | $27,525,878 | 23.73% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
6,639 | $11,478,963 | 9.90% |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
19,500 | $2,554,695 | 2.20% |
| HDB |
Hdfc Bank Ltd
Financial Services
|
39,727 | $988,407 | 0.85% |
| INFY |
Infosys Ltd
Technology
|
26,253 | $354,678 | 0.31% |
Holdings in FMX
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,749,420 | 267,868 | Shares | Sole | 2026-05-15 | |
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