Titelia

Holdings of COBAS GRANDES COMPAÑIAS, FI

COBAS ASSET MANAGEMENT, SGIIC, S.A. ·19 declared positions · as of Dec 31, 2025

Original filing · Net assets 36M € · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Materials 9.0 %
  • Health care 5.4 %
  • Unattributed 85.6 %

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

  • FR 14.6 %
  • NO 12.8 %
  • DE 10.8 %
  • HK 10.1 %
  • ES 9.4 %
  • US 9.0 %
  • GB 7.6 %
  • BM 7.4 %
  • IT 5.6 %
  • KY 5.6 %
  • BR 3.7 %
  • KR 3.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1FR33.6M €14.61 %
2NO33.1M €12.84 %
3DE22.6M €10.81 %
4HK12.5M €10.13 %
5ES22.3M €9.41 %
6US12.2M €9.00 %
7GB21.9M €7.65 %
8BM11.8M €7.38 %
9IT11.4M €5.62 %
10KY11.4M €5.61 %
11BR1896.7K €3.68 %
12KR1791.6K €3.25 %

Positions

RankCompanySharesValueWeight
1CK Hutchison Holdings Ltd 2.5M €6.85 %
2Viatris Inc 2.2M €6.09 %
3Golar LNG Ltd 1.8M €4.99 %
4Renault SA 1.6M €4.49 %
5Grifols SA 1.5M €4.18 %
6Saipem SpA 1.4M €3.80 %
7CK Asset Holdings Ltd 1.4M €3.80 %
8Porsche Automobil Holding SE 1.3M €3.69 %
9Bayer AG 1.3M €3.63 %
10BW Offshore Ltd 1.2M €3.25 %
11Bollore SE 1.1M €3.11 %
12BW Energy Ltd 1.1M €3.06 %
13ATALAYA MINING COPPER SA 1M €2.82 %
14Brava Energia 896.7K €2.49 %
15TGS ASA 854.8K €2.38 %
16Wizz Air Holdings Plc 845.9K €2.35 %
17Teleperformance SE 819.6K €2.28 %
18LG Electronics, Inc. 791.6K €2.20 %
19Tecnicas Reunidas SA 788.1K €2.19 %