Skerryvore Asset Management Ltd — 13F holdings

Skerryvore Asset Management Ltd reported 7 holdings worth $112M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FNV FRANCO NEV CORP — $34.0M (30.4%)
2. FMX FOMENTO ECONOMICO MEXICANO S — $31.6M (28.2%)
3. KOF COCA-COLA FEMSA SAB DE CV — $28.1M (25.1%)
4. MELI Mercadolibre Inc — $15.1M (13.5%)
5. WPM Wheaton Precious Metals Corp — $2.19M (2.0%)
6. HDB HDFC BANK LTD — $792K (0.7%)
7. INFY INFOSYS LTD — $207K (0.2%)