Titelia

Holdings of CINVEST,FI CINVEST / A&A INTERNATIONAL INVESTMENT

GESALCALA, S.A., S.G.I.I.C. ·31 declared positions · as of Dec 31, 2025

Original filing · Net assets 14.2M € · Ten largest lines: 46.2 % of the equity sleeve

Sector breakdown

  • Consumer staples 14.9 %
  • Consumer discretionary 6.3 %
  • Financials 4.8 %
  • Health care 4.7 %
  • Materials 4.3 %
  • Communication 2.7 %
  • Unattributed 62.3 %

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 52.4 %
  • ES 25.0 %
  • NL 7.7 %
  • DE 7.3 %
  • CH 4.0 %
  • IT 3.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US175.8M €52.41 %
2ES72.8M €25.03 %
3NL2845.6K €7.69 %
4DE3799.6K €7.27 %
5CH1434.7K €3.95 %
6IT1401.6K €3.65 %

Positions

RankCompanySharesValueWeight
1Telefonica SA 648.7K €4.56 %
2Procter & Gamble Co/The 566K €3.98 %
3CNH Industrial NV 529.3K €3.72 %
4PayPal Holdings Inc 524.5K €3.68 %
5Trump Media & Technology Group Corp 519.5K €3.65 %
6Ence Energia y Celulosa SA 513.6K €3.61 %
7Kraft Heinz Co/The 467.5K €3.28 %
8Redeia Corp SA 467.3K €3.28 %
9Nestle SA 434.7K €3.05 %
10Enagas SA 404.6K €2.84 %
11Vonovia SE 401.8K €2.82 %
12Ferrari NV 401.6K €2.82 %
13Mondelez International Inc 392.4K €2.76 %
14NIKE Inc 375.5K €2.64 %
15INSPIRATO 358K €2.52 %
16Novavax Inc 352.4K €2.48 %
17SQUIRREL MEDIA 332.7K €2.34 %
18Stellantis NV 316.3K €2.22 %
19Chipotle Mexican Grill Inc 314.2K €2.21 %
20Verizon Communications Inc 299.2K €2.10 %
21Sirius XM Holdings Inc 289.3K €2.03 %
22Zalando SE 280.2K €1.97 %
23Kosmos Energy Ltd 279.7K €1.97 %
24Pfizer Inc 265.8K €1.87 %
25Moderna Inc 253.2K €1.78 %
26Vocento SA 251.6K €1.77 %
27Colgate-Palmolive Co 250K €1.76 %
28Xerox Holdings Corp 176.1K €1.24 %
29Tubos Reunidos SA 133.7K €0.94 %
30VOLKSWAGEN AKTIENGESELLSCHAFT 117.6K €0.83 %
31Duolingo Inc 79.9K €0.56 %