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Skerryvore Asset Management - Q4 2025 13F Filings

SK

Skerryvore Asset Management LTD

CIK: 0002043964
Address: United Kingdom Edinburgh 45 Charlotte Square
$128.28 M
Portfolio Value
7
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. INFY Infosys Limited
+$1.36 M

Top Sells

Q4 2025
1. MELI Mercadolibre
−$9.4 M
2. FNV Franco-Nevada Corporation
−$4.91 M
3. KOF Coca-Cola Femsa Sab De Cv
−$2.27 M
4. FMX Fomento Económico Mexicano Sab De Cv
−$2.27 M
5. HDB Hdfc Bank Limited
−$2.05 M

Asset Allocation

Stocks/ETFs
-10.50%
$128.28 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Skerryvore Asset Management Q4 2025 Filing Summary

Skerryvore Asset Management LTD filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 128.28 M reflecting a -10.50% 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. Quarterly activity included 1 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Skerryvore Asset Management’s Q4 2025 Filing

Skerryvore Asset Management submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Skerryvore Asset Management reported a managed portfolio value of 128.28 M, consisting of 7 individual positions.

This page displays the raw filing documents. To see which stocks Skerryvore Asset Management bought or sold during Q4 2025, please visit Skerryvore Asset Management's Portfolio Analysis page.