DOSSIER · 13F-HR · Q1 2026
Skerryvore Asset Management Ltd
Skerryvore Asset's asset manager based in Greenwich, CT — $120M in tracked AUM across 7 positions as of Q1 2026.
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Skerryvore Asset·Greenwich, CT·Asset Manager
CIK 0002043964 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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