Titelia

Holdings of MAGALLANES EUROPEAN EQUITY FI

MAGALLANES VALUE INVESTORS, S.A., SGIIC ·35 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.4B € · Ten largest lines: 40.2 % of the equity sleeve

Sector breakdown

  • Materials 3.9 %
  • Technology 2.0 %
  • Unattributed 94.2 %

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

  • GB 20.0 %
  • DE 18.6 %
  • FR 18.0 %
  • SE 10.1 %
  • NL 4.9 %
  • IT 4.8 %
  • LU 4.0 %
  • CH 4.0 %
  • BE 3.8 %
  • NO 3.7 %
  • AT 2.4 %
  • PL 2.3 %
  • Other countries 3.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB7281.1M €20.02 %
DE7261.4M €18.62 %
FR6253.1M €18.03 %
SE3142.4M €10.14 %
NL268.2M €4.86 %
IT167.7M €4.82 %
LU156.8M €4.05 %
CH156.2M €4.00 %
BE153.7M €3.82 %
NO151.6M €3.68 %
AT233.8M €2.41 %
PL132.4M €2.31 %

Positions

CompanySharesValueWeight
TELECOM ITALIA SPA 67.7M €4.67 %
SKF AB 63.3M €4.37 %
Rexel SA 62.4M €4.31 %
ArcelorMittal SA 56.8M €3.92 %
Avolta AG 56.2M €3.88 %
Anglo American PLC 54.2M €3.74 %
Syensqo SA 53.7M €3.70 %
Aker BP ASA 51.6M €3.56 %
KION Group AG 50.3M €3.47 %
Bouygues SA 47.5M €3.28 %
easyJet PLC 47.2M €3.25 %
Sandvik AB 46.4M €3.20 %
VOLKSWAGEN AKTIENGESELLSCHAFT 45.7M €3.15 %
Brenntag SE 45.6M €3.14 %
Forvia SE 45.5M €3.14 %
Evonik Industries AG 43.6M €3.01 %
RS GROUP PLC 40.7M €2.81 %
Carrefour SA 40.2M €2.77 %
Noble Corp PLC 39.4M €2.72 %
Signify NV 37.9M €2.62 %
Persimmon PLC 37.6M €2.59 %
Renault SA 36.6M €2.53 %
Antofagasta PLC 35.9M €2.48 %
Dr. Ing. h.c. F. Porsche Aktiengesellschaft 33.7M €2.32 %
Vienna Insurance Group AG Wiener Versicherung Gruppe 33.1M €2.28 %
Husqvarna AB 32.8M €2.26 %
Orange Polska SA 32.4M €2.23 %
Valterra Platinum Ltd 31.3M €2.16 %
Stellantis NV 30.3M €2.09 %
Heidelberg Materials AG 27.9M €1.92 %
Wizz Air Holdings Plc 26.3M €1.81 %
Savencia SA 20.9M €1.44 %
Commerzbank AG 14.7M €1.02 %
C&C Group PLC 14.3M €0.99 %
Kapsch TrafficCom AG 693.4K €0.05 %