Skerryvore Asset Management Ltd

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...