DOSSIER · 13F-HR · Q2 2026
Skerryvore Asset Management Ltd
$112M in tracked AUM across 7 positions as of Q2 2026.
SA
CIK 0002043964 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Skerryvore Asset Management’s 13F as of 2025-09-30 shows a dramatic reduction in reported equity holdings: total 13F portfolio value fell 77.7% quarter-over-quarter from $124.15M to $27.68M. The filer now reports only 2 equity positions (down from 6 in the prior quarter). The reported portfolio is extremely concentrated: 87.97% of the remaining value is held in a single name and the second holding accounts for the remaining 12.03%. All reported changes in value between qua...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.