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Skerryvore Asset Management Ltd

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13F filer, CIK 2043964, EDINBURGH, United Kingdom

Skerryvore Asset Management Ltd reported $128,276,256 across 7 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043964-26-000002

Period
2025-12-31
Reported value
$128M
Holdings
7
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INFYnew+76,400$1.36M

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
MELIreduced-4,669-$9.4M
FNVreduced-23,700-$4.91M
KOFreduced-23,941-$2.27M
FMXreduced-22,428-$2.27M
HDBreduced-56,163-$2.05M

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, Q4 2025

Share positions as resolved from 13F-HR 0002043964-26-000002, largest first. % of portfolio is the value over $128,276,256, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 390,140 shares; 2025Q1: 375,340 shares; 2025Q2: 344,340 shares; 2025Q3: 242,653 shares; 2025Q4: 218,953 shares 218,953$45.4M35.38%-23,700Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,849 shares; 2025Q4: 351,421 shares 351,421$35.5M27.69%-22,428Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,074 shares; 2025Q4: 301,133 shares 301,133$28.5M22.23%-23,941Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,986 shares; 2025Q1: 13,575 shares; 2025Q2: 13,499 shares; 2025Q3: 11,308 shares; 2025Q4: 6,639 shares 6,639$13.4M10.42%-4,669Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,000 shares; 2025Q1: 51,200 shares; 2025Q2: 44,500 shares; 2025Q3: 35,100 shares; 2025Q4: 22,800 shares 22,800$2.68M2.09%-12,300Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144,577 shares; 2025Q1: 197,381 shares; 2025Q2: 176,152 shares; 2025Q3: 95,563 shares; 2025Q4: 39,400 shares 39,400$1.44M1.12%-56,163Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,482 shares; 2025Q1: 152,604 shares; 2025Q2: 165,825 shares; 2025Q3: not reported; 2025Q4: 76,400 shares 76,400$1.36M1.06%newTimeline

How Q4 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 0002043964-26-000002 base2026-02-13acceptance time not in the bulk data set