Titelia

Holdings of BESTINVER INTERNACIONAL, FI

BESTINVER GESTION, S.A., S.G.I.I.C. ·38 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.4B € · Ten largest lines: 41.3 % of the equity sleeve

Sector breakdown

  • Financials 11.6 %
  • Materials 10.0 %
  • Industrials 7.0 %
  • Health care 6.7 %
  • Communication 4.5 %
  • Energy 3.2 %
  • Consumer discretionary 3.2 %
  • Technology 2.5 %
  • Unattributed 51.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 25.4 %
  • GB 24.2 %
  • NL 16.5 %
  • FR 8.9 %
  • DE 7.9 %
  • LU 4.7 %
  • DK 4.2 %
  • FI 3.9 %
  • CH 3.6 %
  • BR 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US10268.8M €25.38 %
2GB9255.9M €24.16 %
3NL6174.5M €16.48 %
4FR394.4M €8.92 %
5DE484.1M €7.94 %
6LU150M €4.72 %
7DK244.2M €4.18 %
8FI140.8M €3.85 %
9CH138.3M €3.62 %
10BR17.9M €0.75 %

Positions

RankCompanySharesValueWeight
1Koninklijke Philips NV 56.6M €3.98 %
2ArcelorMittal SA 50M €3.52 %
3Meta Platforms Inc 47.7M €3.36 %
4Cie de Saint-Gobain SA 45.9M €3.23 %
5Barclays PLC 45.6M €3.21 %
6Heineken NV 40.8M €2.87 %
7Nordea Bank Abp 40.8M €2.87 %
8Amrize Ltd 38.3M €2.69 %
9GSK PLC 37.1M €2.61 %
10Elevance Health Inc 34.4M €2.42 %
11Lloyds Banking Group PLC 34.1M €2.40 %
12Expedia Group Inc 33.6M €2.36 %
13Smurfit Westrock PLC 31.4M €2.21 %
14Anglo American PLC 28.9M €2.03 %
15Rolls-Royce Holdings PLC 28.4M €1.99 %
16LivaNova PLC 27.8M €1.95 %
17Rentokil Initial PLC 26.8M €1.88 %
18Vallourec SACA 26.4M €1.86 %
19Bayerische Motoren Werke AG 26.4M €1.85 %
20Microsoft Corp 26.3M €1.85 %
21Brenntag SE 25.5M €1.79 %
22Stellantis NV 24.8M €1.75 %
23DSV A/S 24M €1.69 %
24Harley-Davidson Inc 23.4M €1.64 %
25Berkshire Hathaway Inc 23.3M €1.64 %
26Airbus SE 22.1M €1.55 %
27RECKITT BENCKISER GROUP PLC 21.2M €1.49 %
28Pandora A/S 20.2M €1.42 %
29ABN AMRO Bank NV 19.9M €1.40 %
30Deutsche Boerse AG 19.8M €1.39 %
31EXOR NV 18.1M €1.27 %
32Shell PLC 17.1M €1.20 %
33BP PLC 16.7M €1.17 %
34CNH Industrial NV 14.3M €1.00 %
35Herc Holdings Inc 14.2M €1.00 %
36HelloFresh SE 12.4M €0.87 %
37Sendas Distribuidora S/A 7.9M €0.56 %
38Huntsman Corp 6.8M €0.48 %