Skerryvore Asset Management Ltd holds a concentrated book of 7 stocks worth $120.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Franco-Nevada Corp. Their largest long position is Franco-Nevada Corp at 38% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2043964/holdings"
Use Arkolith to show Skerryvore Asset Management Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Franco Nev Corp COM | $45.8M | 175.4K | 38.1% | ▼−20% Reduced · −44K sh | |
| 2 | Fomento Economico Mexicano S SPON ADR UNITS | $30.8M | 267.9K | 25.7% | ▼−24% Reduced · −84K sh | |
| 3 | Coca-Cola Femsa SAB De CV SPONS ADS REP | $27.9M | 282.2K | 23.2% | ▼−6.3% Reduced · −19K sh | |
| 4 | Mercadolibre Inc COM | $11.6M | 6.6K | 9.6% | —Held | |
| 5 | Wheaton Precious Metals Corp COM | $2.7M | 19.5K | 2.2% | ▼−14% Reduced · −3K sh | |
| 6 | HDFC Bank Ltd SPONSORED ADS | $1.0M | 39.7K | 0.8% | ▲+0.8% Added · +327 sh | |
| 7 | Infosys Ltd SPONSORED ADR | $366K | 26.3K | 0.3% | ▼−66% Reduced · −50K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.