Titelia

Holdings of LUCEIRO CAPITAL VALUE FUND, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·48 declared positions · as of Dec 31, 2025

Original filing · Net assets 3.3M € · Ten largest lines: 39.4 % of the equity sleeve

Sector breakdown

  • Financials 8.5 %
  • Consumer discretionary 5.3 %
  • Health care 3.8 %
  • Industrials 3.3 %
  • Technology 1.6 %
  • Consumer staples 1.2 %
  • Unattributed 76.2 %

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 34.2 %
  • US 28.0 %
  • GB 7.9 %
  • PL 7.4 %
  • SE 4.9 %
  • IT 4.4 %
  • JP 2.5 %
  • NO 2.1 %
  • FR 1.8 %
  • MH 1.8 %
  • PT 1.7 %
  • DK 1.5 %
  • Other countries 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1ES11740.4K €34.19 %
2US14606.8K €28.02 %
3GB5171.1K €7.90 %
4PL4159.5K €7.37 %
5SE3105.8K €4.88 %
6IT294.8K €4.38 %
7JP254.8K €2.53 %
8NO145.2K €2.09 %
9FR139.3K €1.82 %
10MH139.1K €1.81 %
11PT136.9K €1.71 %
12DK132.5K €1.50 %

Positions

RankCompanySharesValueWeight
1Altia Consultores SA 142K €4.33 %
2Industria de Diseno Textil SA 115.5K €3.52 %
3QXO Inc 101.8K €3.10 %
4NZI Technical Protection SL 88.9K €2.71 %
5CLINICA BAVIERA SA 79.6K €2.43 %
6United Rentals Inc 71K €2.16 %
7Ashtead Group PLC 66.3K €2.02 %
8Technogym SpA 64.6K €1.97 %
9NU Holdings Ltd/Cayman Islands 64.1K €1.95 %
10Banco Bilbao Vizcaya Argentaria SA 60.2K €1.83 %
11Berkshire Hathaway Inc 59.9K €1.83 %
12Izertis SA 54.5K €1.66 %
13United Therapeutics Corp 50.2K €1.53 %
14Cirsa Enterprises SA 48.1K €1.47 %
15XTB SA 46.8K €1.43 %
16Azkoyen SA 45.2K €1.38 %
17Europris ASA 45.2K €1.38 %
18Betsson AB 43.7K €1.33 %
19Banco de Sabadell SA 43.6K €1.33 %
20Grupa Kety SA 43.3K €1.32 %
21Aena SME SA 42.9K €1.31 %
22Liberty Media Corp-Liberty Formula One 40.7K €1.24 %
23Evolution AB 39.9K €1.22 %
24Christian Dior SE 39.3K €1.20 %
25Star Bulk Carriers Corp 39.1K €1.19 %
26Decora SA 37.5K €1.14 %
27Duolingo Inc 37.4K €1.14 %
28Ibersol SGPS SA 36.9K €1.13 %
29Peabody Energy Corp 36.8K €1.12 %
30Microsoft Corp 35.4K €1.08 %
31Serabi Gold PLC 33K €1.00 %
32Novo Nordisk A/S 32.5K €0.99 %
33Maruchiyo Yamaokaya Corp 32.4K €0.99 %
34Toya SA 31.9K €0.97 %
35Bunzl PLC 31.4K €0.96 %
36Ilpra Industria Lavorazione Pr 30.2K €0.92 %
37Owens Corning 27.2K €0.83 %
38British American Tobacco PLC 26.8K €0.82 %
39RLI Corp 26.5K €0.81 %
40Olvi Oyj 23.9K €0.73 %
41Kyndryl Holdings Inc 22.6K €0.69 %
42Photronics Inc 22.4K €0.68 %
43Japan Animal Referral Medical Center Co Ltd 22.4K €0.68 %
44VBG Group AB 22.1K €0.67 %
45Grupo Empresarial San Jose SA 19.9K €0.61 %
46Dr. Ing. h.c. F. Porsche Aktiengesellschaft 15.3K €0.47 %
47Ferrexpo PLC 13.6K €0.41 %
48Atkore Inc 10.9K €0.33 %