Titelia

Holdings of RHO SELECCION, FI

SINGULAR ASSET MANAGEMENT, SGIIC, S.A. ·25 declared positions · as of Dec 31, 2025

Original filing · Net assets 63.2M € · Ten largest lines: 49.3 % of the equity sleeve

Sector breakdown

  • Health care 15.7 %
  • Consumer discretionary 5.5 %
  • Industrials 3.9 %
  • Unattributed 75.0 %

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

  • FR 20.8 %
  • US 12.3 %
  • ES 11.1 %
  • IT 8.5 %
  • NL 8.2 %
  • DE 8.0 %
  • BM 5.7 %
  • IE 5.3 %
  • KY 5.0 %
  • FI 3.7 %
  • CH 3.4 %
  • DK 2.9 %
  • Other countries 5.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1FR59.2M €20.75 %
2US35.4M €12.27 %
3ES34.9M €11.08 %
4IT23.8M €8.53 %
5NL23.6M €8.20 %
6DE23.6M €8.03 %
7BM12.5M €5.69 %
8IE12.4M €5.31 %
9KY12.2M €5.04 %
10FI11.6M €3.65 %
11CH11.5M €3.42 %
12DK11.3M €2.93 %

Positions

RankCompanySharesValueWeight
1Golar LNG Ltd 2.5M €4.00 %
2Alibaba Group Holding Ltd 2.4M €3.83 %
3DCC PLC 2.4M €3.73 %
4Opmobility 2.3M €3.65 %
5JD.COM INC 2.2M €3.54 %
6Sanofi SA 2.2M €3.53 %
7Aalberts NV 2.1M €3.32 %
8Reply SpA 2M €3.12 %
9Pfizer Inc 1.9M €3.02 %
10FUCHS SE 1.9M €2.93 %
11Gestamp Automocion SA 1.8M €2.88 %
12Sesa SpA 1.8M €2.87 %
13Vallourec SACA 1.8M €2.84 %
14Puig Brands SA 1.7M €2.75 %
15Deutsche Post AG 1.7M €2.72 %
16Stora Enso Oyj 1.6M €2.57 %
17Pluxee NV 1.5M €2.44 %
18Roche Holding AG 1.5M €2.40 %
19Alten SA 1.4M €2.29 %
20Mersen SA 1.4M €2.26 %
21Grifols SA 1.4M €2.16 %
22Novo Nordisk A/S 1.3M €2.06 %
23Syensqo SA 1.3M €2.03 %
24Kosmos Energy Ltd 1.1M €1.77 %
25Fairfax India Holdings Corp 986.3K €1.56 %