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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
6 quarters · across all stocks
Holdings in KOF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,525,878 | 282,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,520,306 | 301,133 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,013,649 | 325,074 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||