Titelia

Holdings of MAGALLANES MICROCAPS EUROPE, FI

MAGALLANES VALUE INVESTORS, S.A., SGIIC ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 113.6M € · Ten largest lines: 47 % of the equity sleeve

Sector breakdown

  • Unattributed 100.0 %

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 17.9 %
  • IT 15.2 %
  • DE 15.0 %
  • PT 9.9 %
  • ES 9.8 %
  • HU 5.0 %
  • CA 5.0 %
  • NL 4.8 %
  • FR 4.1 %
  • CH 3.1 %
  • NO 3.1 %
  • IE 2.3 %
  • Other countries 4.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB719.8M €17.86 %
IT616.9M €15.25 %
DE616.6M €15.01 %
PT211M €9.93 %
ES510.8M €9.77 %
HU15.5M €5.01 %
CA15.5M €4.95 %
NL15.3M €4.79 %
FR24.5M €4.06 %
CH23.4M €3.08 %
NO23.4M €3.05 %
IE12.6M €2.32 %

Positions

CompanySharesValueWeight
ATALAYA MINING COPPER SA 7.1M €6.20 %
Ibersol SGPS SA 6.8M €5.98 %
WABERERS INTERNATIONAL ZRT 5.5M €4.88 %
International Petroleum Corp 5.5M €4.83 %
Cementir Holding NV 5.3M €4.67 %
KSB SE & Co. KGaA 5.1M €4.46 %
Deutz AG 4.5M €3.98 %
SONAE CAPITAL 4.2M €3.71 %
SOL SpA 4.1M €3.62 %
CIR SpA-Compagnie Industriali 4M €3.55 %
Italian Wine Brands S.P.A 3.3M €2.92 %
Miquel y Costas & Miquel SA 3.2M €2.81 %
Travis Perkins PLC 3.1M €2.75 %
Peugeot Invest SA 3.1M €2.73 %
Prosegur Cash SA 2.8M €2.50 %
Inchcape PLC 2.8M €2.46 %
Deep Value Driller As 2.8M €2.43 %
Stabilus SE 2.6M €2.32 %
C&C Group PLC 2.6M €2.26 %
Iberpapel Gestion SA 2.5M €2.23 %
Banca Sistema SpA 2.5M €2.17 %
Ashmore Group PLC 2.5M €2.16 %
Recticel SA 2.4M €2.14 %
Ibstock PLC 2.4M €2.09 %
Vetropack Holding AG 2M €1.79 %
FNM SpA 1.9M €1.65 %
Prim SA 1.8M €1.63 %
Wuestenrot & Wuerttembergische AG 1.6M €1.44 %
Camellia PLC 1.5M €1.31 %
Sto SE & Co. KGaA 1.4M €1.27 %
FLEURY MICHON 1.4M €1.24 %
EDAG Engineering Group AG 1.4M €1.22 %
Villeroy & Boch AG 1.3M €1.17 %
ELICA SPA 1.1M €0.97 %
Stalexport Autostrady SA 895.1K €0.79 %
Ferronordic Ab 866.3K €0.76 %
Rottneros AB 773.4K €0.68 %
Kongsberg Automotive ASA 622.9K €0.55 %
CHARACTER GROUP PLC 516.2K €0.45 %
Kapsch TrafficCom AG 495.9K €0.44 %
RENTA CORPORACION 415.8K €0.37 %