Skerryvore Asset Management Ltd - Portfolio Stock Holdings

Skerryvore Asset Management Ltd disclosed 9 stock positions in a recent SEC 13F filing. $156,367,864 of stock holdings were filed, with the largest holdings including FNV, FMX, and KOF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,297,347,739 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.