Skerryvore Asset Management Ltd FMX FOMENTO ECONOMICO MEXICANO S

Ownership history in Skerryvore Asset Management Ltd  ·  4 quarters on record

AI Ownership Summary

Skerryvore Asset Management Ltd reported FOMENTO ECONOMICO MEXICANO S (FMX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 28.17% in 2026 Q2. The latest visible filing shows FMX at 28.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Skerryvore Asset Management Ltd's position in FOMENTO ECONOMICO MEXICANO S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FMX was reported at 28.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
28.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Skerryvore Asset Management Ltd held FMX — position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 246,680 -21,188 -7.9% 28.17% $31.6M 2026-08-14 $118.27
2026 Q1 REDUCED 23.8% +20.0% 267,868 -83,553 -23.8% 25.66% $30.8M 2026-05-15 $119.71
2025 Q4 REDUCED 6.0% +9.9% 351,421 -22,428 -6.0% 27.69% $35.5M 2026-02-13 $111.07
2025 Q3 INITIATED 373,849 24.21% $34.7M 2025-11-14 $91.31

FAQ About Skerryvore Asset Management Ltd and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Skerryvore Asset Management Ltd reported owning FMX?

Skerryvore Asset Management Ltd reported FMX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported FMX position in Skerryvore Asset Management Ltd's portfolio?

The largest reported portfolio weight for FMX was 28.17% in 2026 Q2.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q2, when Skerryvore Asset Management Ltd reported 246,680 shares, equal to 28.17% of portfolio, with an estimated market value of $31.6M.

What does the chart on this FMX ownership page compare?

The chart compares Skerryvore Asset Management Ltd's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Skerryvore Asset Management Ltd time their FMX position?

Based on 13F filing dates vs. subsequent FMX price moves, Skerryvore Asset Management Ltd correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FMX relative to SPY over the holding period was +391.3%.

← Back to Skerryvore Asset Management Ltd Holdings