Titelia

Holdings of GVC GAESCO GLOBAL EQUITY VALUE PLUS, FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·47 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.9M € · Ten largest lines: 41.5 % of the equity sleeve

Sector breakdown

  • Health care 8.3 %
  • Consumer discretionary 7.1 %
  • Financials 6.0 %
  • Consumer staples 2.9 %
  • Communication 1.6 %
  • Industrials 1.2 %
  • Technology 0.9 %
  • Unattributed 72.0 %

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

  • US 25.1 %
  • CA 19.4 %
  • ES 10.4 %
  • FR 9.5 %
  • IT 8.4 %
  • GB 5.8 %
  • AU 5.3 %
  • SE 4.6 %
  • DK 4.0 %
  • NL 3.5 %
  • NO 2.1 %
  • DE 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US15991K €25.11 %
2CA8764.4K €19.37 %
3ES4409.3K €10.37 %
4FR5373.6K €9.47 %
5IT4332K €8.41 %
6GB2230.3K €5.84 %
7AU2209.6K €5.31 %
8SE1179.8K €4.56 %
9DK1159K €4.03 %
10NL2136.9K €3.47 %
11NO182.5K €2.09 %
12DE278.1K €1.98 %

Positions

RankCompanySharesValueWeight
1Brookfield Corp 234.9K €3.95 %
2Vidrala SA 204.3K €3.44 %
3Teqnion AB 179.8K €3.03 %
4NewPrinces SpA 170.6K €2.87 %
5Amazon.com Inc 169.3K €2.85 %
6Mader Group Ltd 165K €2.78 %
7Novo Nordisk A/S 159K €2.68 %
8Planisware SA 123.1K €2.07 %
9Judges Scientific PLC 118.3K €1.99 %
10Constellation Software Inc/Canada 115K €1.93 %
11ELIXIRR INTERNATIONAL PLC 112.1K €1.89 %
12Kinsale Capital Group Inc 111.2K €1.87 %
13MercadoLibre Inc 109.7K €1.85 %
14DISTRICT METALS CORP 104.7K €1.76 %
15Minera Alamos Inc 100.7K €1.70 %
16Dassault Systemes SE 83.4K €1.40 %
17TGS ASA 82.5K €1.39 %
18Laboratorios Farmaceuticos Rovi SA 81.3K €1.37 %
19Secure Waste Infrastructure Corp 78.5K €1.32 %
20Shift4 Payments Inc 73.3K €1.23 %
21Topicus.com Inc 70.1K €1.18 %
22Pluxee NV 66.8K €1.12 %
23UNIDATA SPA 66.2K €1.11 %
24FOUNTAINE PAJOT SA 62.8K €1.06 %
25Viscofan SA 61.9K €1.04 %
26Puig Brands SA 61.8K €1.04 %
27Meta Platforms Inc 61.2K €1.03 %
28AST SpaceMobile Inc 60.1K €1.01 %
29St Joe Co/The 55.2K €0.93 %
30Teleperformance SE 55K €0.93 %
31Global Payments Inc 52.6K €0.89 %
32CHAPTERS GROUP AG 51.5K €0.87 %
33TFF Group 49.2K €0.83 %
34Sanlorenzo SpA/Ameglia 49K €0.82 %
35Deere & Co 48.3K €0.81 %
36Danaher Corp 47.3K €0.80 %
37Saturn Oil & Gas Inc 47.1K €0.79 %
38Zoetis Inc 46.3K €0.78 %
39Sesa SpA 46.2K €0.78 %
40International Petroleum Corp 45.6K €0.77 %
41MLG OZ Ltd 44.6K €0.75 %
42Monarch Cement Co/The 44.2K €0.74 %
43goeasy Ltd 37.9K €0.64 %
44Cigna Group/The 37.7K €0.63 %
45Thermo Fisher Scientific Inc 37.5K €0.63 %
46Strategy Inc 37K €0.62 %
47Nagarro SE 26.6K €0.45 %