Titelia

Holdings of ROLNIK RESILIENCE, FI

ROLNIK CAPITAL OWNERS, SGIIC, S.A. ·42 declared positions · as of Dec 31, 2025

Original filing · Net assets 3.6M € · Ten largest lines: 56.7 % of the equity sleeve

Sector breakdown

  • Financials 6.6 %
  • Consumer discretionary 6.5 %
  • Health care 5.7 %
  • Consumer staples 5.0 %
  • Funds 1.6 %
  • Industrials 1.0 %
  • Technology 0.4 %
  • Communication 0.3 %
  • Unattributed 73.0 %

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 39.2 %
  • CA 14.8 %
  • KY 9.3 %
  • LU 5.7 %
  • NL 5.1 %
  • DE 4.6 %
  • PL 4.4 %
  • JP 4.3 %
  • DK 3.9 %
  • NZ 3.5 %
  • IT 2.6 %
  • AU 2.2 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US191.4M €39.20 %
2CA5510.2K €14.78 %
3KY2321.9K €9.32 %
4LU1197.8K €5.73 %
5NL3175.2K €5.07 %
6DE1158.1K €4.58 %
7PL1150.8K €4.37 %
8JP1150.1K €4.35 %
9DK2134.6K €3.90 %
10NZ1121.5K €3.52 %
11IT190.9K €2.63 %
12AU174.8K €2.17 %

Positions

RankCompanySharesValueWeight
1Perimeter Solutions Inc 339.9K €9.55 %
2Brookfield Corp 225.6K €6.34 %
3MercadoLibre Inc 219.5K €6.17 %
4Eurofins Scientific SE 197.8K €5.56 %
5New Oriental Education & Technology Group Inc 182.7K €5.13 %
6Constellation Software Inc/Canada 172.5K €4.85 %
7Atlassian Corp 160.1K €4.50 %
8CHAPTERS GROUP AG 158.1K €4.44 %
9Dino Polska SA 150.8K €4.24 %
10SHIFT Inc 150.1K €4.22 %
11RH INC 149.5K €4.20 %
12Binjiang Service Group Co Ltd 139.2K €3.91 %
13Ryman Healthcare Ltd 121.5K €3.41 %
14QXO Inc 105.1K €2.95 %
15UnitedHealth Group Inc 102.6K €2.88 %
16Novo Nordisk A/S 95.3K €2.68 %
17Sanlorenzo SpA/Ameglia 90.9K €2.55 %
18MTY Food Group Inc 86.2K €2.42 %
19Floor & Decor Holdings Inc 81.9K €2.30 %
20Kelly Partners Group Holdings Ltd 74.8K €2.10 %
21Medpace Holdings Inc 73.2K €2.06 %
22Topicus.com Inc 70.6K €1.98 %
23Credit Acceptance Corp 69.8K €1.96 %
24Adyen NV 53.6K €1.51 %
25Pluxee NV 51K €1.43 %
26Netcompany Group A/S 39.3K €1.10 %
27Uber Technologies Inc 35.5K €1.00 %
28Partners Value Investments LP 25K €0.70 %
29Tencent Holdings Ltd 6.6K €0.18 %
30Taiwan Semiconductor Manufacturing Co Ltd 4.9K €0.14 %
31AutoZone Inc 2.9K €0.08 %
32Meta Platforms Inc 2.8K €0.08 %
33Apple Inc 2.8K €0.08 %
34Microsoft Corp 2.1K €0.06 %
35ServiceNow Inc 2K €0.06 %
36Netflix Inc 1.6K €0.04 %
37LVMH Moet Hennessy Louis Vuitton SE 1.3K €0.04 %
38Veeva Systems Inc 950 €0.03 %
39Lumine Group Inc 842 €0.02 %
40Visa Inc 597 €0.02 %
41Ashtead Group PLC 582 €0.02 %
42Brookfield Asset Management Ltd 491 €0.01 %