Titelia

Holdings of MAGALLANES IBERIAN EQUITY FI

MAGALLANES VALUE INVESTORS, S.A., SGIIC ·28 declared positions · as of Dec 31, 2025

Original filing · Net assets 305.2M € · Ten largest lines: 50.3 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 2.8 %
  • Unattributed 97.2 %

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

  • ES 59.6 %
  • PT 19.3 %
  • GB 13.6 %
  • LU 4.5 %
  • DE 2.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES18170.6M €59.59 %
PT555.3M €19.33 %
GB339M €13.63 %
LU113M €4.55 %
DE18.3M €2.91 %

Positions

CompanySharesValueWeight
ATALAYA MINING COPPER SA 18.5M €6.05 %
Repsol SA 16.2M €5.32 %
Semapa-Sociedade de Investimento e Gestao 15.6M €5.11 %
EV MOTORS SA 14.8M €4.85 %
Acerinox SA 14.1M €4.63 %
Ibersol SGPS SA 13.8M €4.51 %
ArcelorMittal SA 13M €4.26 %
CTT-Correios de Portugal SA 12.9M €4.24 %
Melia Hotels International SA 12.6M €4.13 %
Gestamp Automocion SA 12.4M €4.06 %
Mapfre SA 11.6M €3.82 %
Zegona Communications plc 10.9M €3.57 %
Miquel y Costas & Miquel SA 10.7M €3.51 %
NOS SGPS SA 10.1M €3.30 %
International Consolidated Airlines Group SA 9.7M €3.16 %
Prosegur Cia de Seguridad SA 9.6M €3.15 %
Almirall SA 9.4M €3.08 %
Prosegur Cash SA 9.1M €2.97 %
Colonial SFL Socimi SA 9M €2.96 %
Befesa SA 8.3M €2.73 %
Metrovacesa SA 8.3M €2.72 %
Industria de Diseno Textil SA 8.1M €2.67 %
Iberpapel Gestion SA 7.6M €2.50 %
Aena SME SA 6.2M €2.03 %
Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 5.9M €1.95 %
Bankinter SA 4.1M €1.34 %
Corticeira Amorim SGPS SA 2.9M €0.96 %
LINGOTES ESPECIALES SA (EUR) 630.5K €0.21 %