Vault-13

Skerryvore Asset Management Ltd

EDINBURGH, X0 · CIK 2043964 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · other (specify)

$112.0m reported value -6.8% vs Q1 2026
7positions
100.0%in top 10
0 new 1 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 FRANCO NEV CORP COM FNV FNV 163,253 $34.0m30.38% 30.38% ReducedShares held: Q3 2025 242.7k, Q4 2025 219.0k, Q1 2026 175.4k, Q2 2026 163.3k -12.1k -12,100 -6.9%
2 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX FMX 246,680 $31.6m28.17% 28.17% ReducedShares held: Q3 2025 373.8k, Q4 2025 351.4k, Q1 2026 267.9k, Q2 2026 246.7k -21.2k -21,188 -7.9%
3 COCA-COLA FEMSA SAB DE CV SPONS ADS REP KOF KOF 264,590 $28.1m25.10% 25.10% ReducedShares held: Q3 2025 325.1k, Q4 2025 301.1k, Q1 2026 282.2k, Q2 2026 264.6k -17.6k -17,582 -6.2%
4 MERCADOLIBRE INC COM MELI MELI 8,906 $15.1m13.50% 13.50% AddedShares held: Q3 2025 11.3k, Q4 2025 6.6k, Q1 2026 6.6k, Q2 2026 8.9k +2.3k +2,267 34.1%
5 WHEATON PRECIOUS METALS CORP COM WPM WPM 19,500 $2.2m1.96% 1.96% UnchangedShares held: Q3 2025 35.1k, Q4 2025 22.8k, Q1 2026 19.5k, Q2 2026 19.5k
6 HDFC BANK LTD SPONSORED ADS HDB HDB 30,658 $791.9k0.71% 0.71% ReducedShares held: Q3 2025 95.6k, Q4 2025 39.4k, Q1 2026 39.7k, Q2 2026 30.7k -9.1k -9,069 -22.8%
7 INFOSYS LTD SPONSORED ADR INFY INFY 19,753 $207.2k0.19% 0.19% ReducedShares held: Q3 2025 0, Q4 2025 76.4k, Q1 2026 26.3k, Q2 2026 19.8k -6.5k -6,500 -24.8%