Titelia

Holdings of LIERDE EQUITIES, F.I.

AUGUSTUS CAPITAL ASSET MANAGEMENT, SGIIC, S.A. ·47 declared positions · as of Dec 31, 2025

Original filing · Net assets 6.9M € · Ten largest lines: 36.4 % of the equity sleeve

Sector breakdown

  • Industrials 9.0 %
  • Consumer discretionary 5.2 %
  • Communication 3.0 %
  • Technology 3.0 %
  • Health care 2.5 %
  • Consumer staples 2.3 %
  • Unattributed 74.9 %

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

  • DE 20.5 %
  • ES 20.0 %
  • FR 16.4 %
  • SE 9.2 %
  • NL 9.0 %
  • GB 7.4 %
  • AT 5.6 %
  • CH 4.9 %
  • US 2.1 %
  • IT 2.0 %
  • CA 1.8 %
  • BE 1.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
DE111.3M €20.50 %
ES81.3M €19.98 %
FR71M €16.36 %
SE4580K €9.21 %
NL3564.6K €8.96 %
GB5466.4K €7.41 %
AT3351.9K €5.59 %
CH2307.6K €4.88 %
US1129.9K €2.06 %
IT1124.1K €1.97 %
CA1112.6K €1.79 %
BE182K €1.30 %

Positions

CompanySharesValueWeight
Laboratorios Farmaceuticos Rovi SA 412.2K €6.02 %
Assa Abloy AB 257.3K €3.75 %
Global Dominion Access SA 247K €3.60 %
Aalberts NV 244.6K €3.57 %
Fresenius SE & Co. KGaA 211.8K €3.09 %
LVMH Moet Hennessy Louis Vuitton SE 200K €2.92 %
Schneider Electric SE 195K €2.85 %
Prosus NV 188.9K €2.76 %
Merlin Properties Socimi SA 172.5K €2.52 %
Neurones 165.9K €2.42 %
Puig Brands SA 165.7K €2.42 %
Mercedes-Benz Group AG 161.2K €2.35 %
Roche Holding AG 159.7K €2.33 %
Infotel SA 155.2K €2.26 %
ANDRITZ AG 148K €2.16 %
Nestle SA 148K €2.16 %
Intertek Group PLC 140.8K €2.05 %
adidas AG 137.3K €2.00 %
Kontron AG 135.1K €1.97 %
Ferrovial SE 131K €1.91 %
Babcock International Group PLC 130.4K €1.90 %
Alibaba Group Holding Ltd 129.9K €1.90 %
Danieli & C Officine Meccaniche SpA 124.1K €1.81 %
Vonovia SE 123.8K €1.81 %
Brenntag SE 122.1K €1.78 %
Sdiptech AB 120.7K €1.76 %
Grifols SA 120.4K €1.76 %
Legrand SA 114K €1.66 %
Pernod Ricard SA 112.6K €1.64 %
International Petroleum Corp 112.6K €1.64 %
KSB SE & Co. KGaA 110.2K €1.61 %
Rational AG 105.8K €1.54 %
Note AB 101.7K €1.48 %
Dometic Group AB 100.3K €1.46 %
Infineon Technologies AG 100.2K €1.46 %
SAP SE 87.7K €1.28 %
Thales SA 87.6K €1.28 %
Zegona Communications plc 87.4K €1.28 %
1&1 AG 84.2K €1.23 %
Econocom Group SA/NV 82K €1.20 %
Faes Farma SA 77.2K €1.13 %
Strabag SE 68.9K €1.00 %
SDI GROUP PLC 55.2K €0.81 %
Rightmove PLC 52.6K €0.77 %
HBX Group International PLC 49.2K €0.72 %
Duerr AG 46.9K €0.69 %
Realia Business SA 14.1K €0.21 %