Skerryvore Asset Management Ltd
Skerryvore Asset Management Ltd, managed by Doug Stewart, reported 7 positions worth $112.00M in its 2026 Q2 13F filing: 0 new and 0 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +25.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +9.3% | +11.4% |
| 2025 Q3 | +1.6% | +7.6% |
| 2025 Q4 | +4.1% | +3.1% |
| 2026 Q1 | +12.4% | -5.8% |
| 2026 Q2 | -3.8% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| FNV | FRANCO NEV CORP | $34.03M | 30.40% | -6.9% |
| FMX | FOMENTO ECONOMICO MEXICANO S | $31.55M | 28.20% | -7.9% |
| KOF | COCA-COLA FEMSA SAB DE CV | $28.11M | 25.10% | -6.2% |
| MELI | MERCADOLIBRE INC | $15.12M | 13.50% | +34.1% |
| WPM | WHEATON PRECIOUS METALS CORP | $2.19M | 2.00% | NO CHANGE |
| HDB | HDFC BANK LTD | $791.90K | 0.71% | -22.8% |
| INFY | INFOSYS LTD | $207.21K | 0.19% | -24.8% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.