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Skerryvore Asset Management - Q1 2026 13F Filings

SK

Skerryvore Asset Management LTD

CIK: 0002043964
Address: United Kingdom Edinburgh 45 Charlotte Square
$120.14 M
Portfolio Value
7
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. HDB Hdfc Bank Limited
+$8,341.77

Top Sells

Q1 2026
1. FNV Franco-Nevada Corporation
−$11.39 M
2. FMX Fomento Económico Mexicano Sab De Cv
−$9.62 M
3. KOF Coca-Cola Femsa Sab De Cv
−$1.87 M
4. INFY Infosys Limited
−$700,052.35
5. WPM Wheaton Precious Metals
−$448,701

Asset Allocation

Stocks/ETFs
-6.35%
$120.14 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Skerryvore Asset Management Q1 2026 Filing Summary

Skerryvore Asset Management LTD filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 120.14 M reflecting a -6.35% change from the prior quarter, spanning 7 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Skerryvore Asset Management’s Q1 2026 Filing

Skerryvore Asset Management submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Skerryvore Asset Management reported a managed portfolio value of 120.14 M, consisting of 7 individual positions.

This page displays the raw filing documents. To see which stocks Skerryvore Asset Management bought or sold during Q1 2026, please visit Skerryvore Asset Management's Portfolio Analysis page.