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Skerryvore Asset Management Ltd

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13F filer, CIK 2043964, EDINBURGH, United Kingdom

Skerryvore Asset Management Ltd reported $143,323,106 across 6 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043964-25-000013

Period
2025-09-30
Reported value
$143M
Holdings
6
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FMXnew+373,849$34.7M
KOFnew+325,074$26.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FNVreduced-101,687-$21.3M
CCUexited-917,510-$11.9M
MELIreduced-2,191-$4.72M
INFYexited-165,825-$3.07M
HDBreduced-80,589-$2.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002043964-25-000013, largest first. % of portfolio is the value over $143,323,106, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 390,140 shares; 2025Q1: 375,340 shares; 2025Q2: 344,340 shares; 2025Q3: 242,653 shares 242,653$50.8M35.43%-101,687Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,849 shares 373,849$34.7M24.21%newTimeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,074 shares 325,074$26.3M18.36%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,986 shares; 2025Q1: 13,575 shares; 2025Q2: 13,499 shares; 2025Q3: 11,308 shares 11,308$24.4M16.99%-2,191Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,000 shares; 2025Q1: 51,200 shares; 2025Q2: 44,500 shares; 2025Q3: 35,100 shares 35,100$3.85M2.69%-9,400Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144,577 shares; 2025Q1: 197,381 shares; 2025Q2: 176,152 shares; 2025Q3: 95,563 shares 95,563$3.33M2.32%-80,589Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CCUCOMPANIA CERVECERIAS UNIDAS917,510$11.9Mshares
INFYINFOSYS LTD165,825$3.07Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002043964-25-000013 base2025-11-14acceptance time not in the bulk data set