Titelia

Holdings of TRUE VALUE SMALL CAPS, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·28 declared positions · as of Dec 31, 2025

Original filing · Net assets 50.1M € · Ten largest lines: 67.2 % of the equity sleeve

Sector breakdown

  • Materials 2.7 %
  • Unattributed 97.3 %

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 22.4 %
  • CA 18.6 %
  • IT 18.2 %
  • DE 12.9 %
  • GB 5.8 %
  • PT 4.8 %
  • CH 4.3 %
  • FR 2.9 %
  • BE 2.6 %
  • FI 2.5 %
  • PL 2.1 %
  • KY 1.5 %
  • Other countries 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US68.9M €22.38 %
2CA57.4M €18.59 %
3IT47.2M €18.19 %
4DE15.1M €12.94 %
5GB32.3M €5.78 %
6PT11.9M €4.82 %
7CH11.7M €4.33 %
8FR11.2M €2.92 %
9BE11M €2.56 %
10FI11M €2.52 %
11PL1852.3K €2.15 %
12KY1589.3K €1.48 %

Positions

RankCompanySharesValueWeight
1Nagarro SE 5.1M €10.24 %
2NewPrinces SpA 4.9M €9.81 %
3goeasy Ltd 3.1M €6.27 %
4API Group Corp 2.7M €5.37 %
5ECN Capital Corp 2.2M €4.41 %
6Griffon Corp 2M €4.00 %
7CTT-Correios de Portugal SA 1.9M €3.82 %
8International Workplace Group PLC 1.7M €3.43 %
9Euronet Worldwide Inc 1.7M €3.36 %
10Fila SpA 1.2M €2.47 %
11Propel Holdings Inc 1.2M €2.38 %
12Sopra Steria Group 1.2M €2.31 %
13CRH PLC 1.1M €2.13 %
14Econocom Group SA/NV 1M €2.02 %
15RELAIS GROUP OYJ 1M €2.00 %
16Next 15 Group PLC 937.3K €1.87 %
17Flywire Corp 858.3K €1.71 %
18Mo-BRUK SA 852.3K €1.70 %
19SDI GROUP PLC 779.3K €1.55 %
20Buzzi SpA 764.4K €1.53 %
21Kaisa Prosperity Holdings Ltd 589.3K €1.18 %
22Domino's Pizza Group PLC 576.4K €1.15 %
23Western Alliance Bancorp 574K €1.15 %
24Fairfax India Holdings Corp 456.3K €0.91 %
25Enghouse Systems Ltd 379K €0.76 %
26Intred SpA 297.7K €0.59 %
27Keck Seng Investments Hong Kong Ltd 276.4K €0.55 %
28CSAM Health Group AS 255K €0.51 %