Titelia

Holdings of COBAS SELECCION, FI

COBAS ASSET MANAGEMENT, SGIIC, S.A. ·34 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.2B € · Ten largest lines: 44.4 % of the equity sleeve

Sector breakdown

  • Materials 3.1 %
  • Health care 3.0 %
  • Unattributed 94.0 %

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 14.2 %
  • ES 12.9 %
  • NO 11.9 %
  • FR 10.9 %
  • IT 9.0 %
  • BM 8.6 %
  • DE 7.0 %
  • US 6.1 %
  • BR 5.7 %
  • HK 5.4 %
  • KY 2.4 %
  • IL 2.2 %
  • Other countries 3.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB4113.4M €14.24 %
ES5103M €12.93 %
NO394.8M €11.90 %
FR486.7M €10.88 %
IT371.6M €8.99 %
BM268.4M €8.58 %
DE356.1M €7.04 %
US248.9M €6.14 %
BR245.2M €5.68 %
HK142.8M €5.37 %
KY119.3M €2.42 %
IL117.2M €2.15 %

Positions

CompanySharesValueWeight
ATALAYA MINING COPPER SA 49.7M €4.23 %
Golar LNG Ltd 47M €4.00 %
CK Hutchison Holdings Ltd 42.8M €3.64 %
Danieli & C Officine Meccaniche SpA 36.3M €3.09 %
BW Offshore Ltd 34.3M €2.92 %
BW Energy Ltd 32.6M €2.77 %
Wizz Air Holdings Plc 29.1M €2.48 %
Brava Energia 28.7M €2.44 %
TGS ASA 27.9M €2.37 %
Derichebourg SA 25.2M €2.15 %
G-III Apparel Group Ltd 24.5M €2.09 %
Viatris Inc 24.4M €2.07 %
Bayer AG 23.6M €2.01 %
Melia Hotels International SA 23.4M €1.99 %
Borr Drilling Ltd. 21.4M €1.82 %
Teleperformance SE 21M €1.79 %
Fnac Darty SA 20.9M €1.78 %
Currys PLC 20.9M €1.78 %
Grifols SA 20.6M €1.75 %
Sacyr SA 20.2M €1.72 %
Almirall SA 19.8M €1.68 %
Renault SA 19.6M €1.67 %
CK Asset Holdings Ltd 19.3M €1.64 %
Tecnicas Reunidas SA 19M €1.62 %
SAF-Holland SE 18.1M €1.54 %
Saipem SpA 17.8M €1.52 %
Cofide 17.5M €1.49 %
Teva Pharmaceutical Industries Ltd 17.2M €1.46 %
Petroreconcavo S/A 16.5M €1.40 %
Meren Energy Inc 14.7M €1.25 %
Semapa-Sociedade de Investimento e Gestao 14.5M €1.24 %
Douglas AG 14.4M €1.22 %
Ibstock PLC 13.8M €1.17 %
Cosco Capital Inc 52.5K €0.00 %