Titelia

Holdings of DLTV EUROPE, FI

DUX INVERSORES, SGIIC, S.A. ·45 declared positions · as of Dec 31, 2025

Original filing · Net assets 25.5M € · Ten largest lines: 43.4 % of the equity sleeve

Sector breakdown

  • Consumer staples 6.2 %
  • Materials 2.1 %
  • Health care 1.8 %
  • Financials 1.7 %
  • Consumer discretionary 0.9 %
  • Unattributed 87.3 %

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

  • ES 23.3 %
  • FR 15.7 %
  • NL 9.8 %
  • DE 9.7 %
  • IT 8.1 %
  • US 7.7 %
  • BE 5.5 %
  • GB 5.4 %
  • SE 4.4 %
  • CH 4.4 %
  • AT 2.9 %
  • CA 1.7 %
  • Other countries 1.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES105.8M €23.26 %
FR93.9M €15.71 %
NL42.5M €9.77 %
DE62.4M €9.70 %
IT32M €8.08 %
US41.9M €7.67 %
BE11.4M €5.45 %
GB21.4M €5.42 %
SE11.1M €4.37 %
CH11.1M €4.36 %
AT1722.4K €2.88 %
CA1431.8K €1.72 %

Positions

CompanySharesValueWeight
Azelis Group NV 1.4M €5.38 %
Alantra Partners SA 1.2M €4.89 %
Allfunds Group Plc 1.2M €4.62 %
AcadeMedia AB 1.1M €4.32 %
Montana Aerospace AG 1.1M €4.30 %
Befesa SA 1M €4.12 %
Tikehau Capital SCA 1M €4.11 %
Ecoener SA 1M €4.09 %
Elis SA 939.5K €3.69 %
Stef SA 853.7K €3.35 %
Puig Brands SA 833.2K €3.27 %
SOL SpA 795.6K €3.13 %
Diageo PLC 788.5K €3.10 %
Palfinger AG 722.4K €2.84 %
Restaurant Brands International Inc 672.9K €2.64 %
Intercos SpA 636.8K €2.50 %
IMCD NV 604.4K €2.37 %
Reply SpA 597.1K €2.35 %
Ferrari Group PLC 571.6K €2.25 %
Vidrala SA 567K €2.23 %
Zalando SE 549.7K €2.16 %
Air Products and Chemicals Inc 517.6K €2.03 %
Carlyle Group Inc/The 516.1K €2.03 %
Fluidra SA 477.4K €1.88 %
Ferrovial SE 473.4K €1.86 %
Prosegur Cash SA 460.1K €1.81 %
LLORENTE & CUENCA SA 456.3K €1.79 %
EssilorLuxottica SA 445.3K €1.75 %
Brookfield Corp 431.8K €1.70 %
Siemens Healthineers AG 426K €1.67 %
Redox Ltd/Australia 408K €1.60 %
Robertet SA 342.4K €1.35 %
Laboratorios Farmaceuticos Rovi SA 320K €1.26 %
Tubacex SA 300.2K €1.18 %
MTU Aero Engines AG 226.7K €0.89 %
Airbnb Inc 219.8K €0.86 %
Universal Music Group NV 198.4K €0.78 %
Emeis SA 148.1K €0.58 %
Cellnex Telecom SA 141.9K €0.56 %
Dr. Ing. h.c. F. Porsche Aktiengesellschaft 109.4K €0.43 %
L'Oreal SA 107.8K €0.42 %
Carl Zeiss Meditec AG 76K €0.30 %
Teleperformance SE 40.3K €0.16 %
Dassault Systemes SE 21.2K €0.08 %
ATENTO LUXCO 1 SA 2 €