Titelia

Holdings of LIERDE, SICAV S.A.

AUGUSTUS CAPITAL ASSET MANAGEMENT, SGIIC, S.A. ·47 declared positions · as of Dec 31, 2025

Original filing · Net assets 117.1M € · Ten largest lines: 36.7 % of the equity sleeve

Sector breakdown

  • Industrials 9.1 %
  • Consumer discretionary 5.2 %
  • Technology 3.1 %
  • Communication 3.0 %
  • Health care 2.5 %
  • Consumer staples 2.1 %
  • 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

  • DE 20.2 %
  • ES 20.0 %
  • FR 16.8 %
  • SE 9.2 %
  • NL 8.9 %
  • GB 7.4 %
  • AT 5.6 %
  • CH 4.6 %
  • US 2.0 %
  • IT 2.0 %
  • CA 1.8 %
  • BE 1.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
DE1121.8M €20.24 %
ES821.6M €20.04 %
FR718.2M €16.85 %
SE49.9M €9.22 %
NL39.6M €8.92 %
GB58M €7.41 %
AT36M €5.60 %
CH25M €4.60 %
US12.2M €2.01 %
IT12.1M €1.97 %
CA12M €1.81 %
BE11.4M €1.33 %

Positions

CompanySharesValueWeight
Laboratorios Farmaceuticos Rovi SA 7.1M €6.05 %
Assa Abloy AB 4.4M €3.78 %
Global Dominion Access SA 4.3M €3.71 %
Aalberts NV 4.2M €3.56 %
Fresenius SE & Co. KGaA 3.7M €3.14 %
LVMH Moet Hennessy Louis Vuitton SE 3.5M €2.95 %
Schneider Electric SE 3.4M €2.91 %
Prosus NV 3.2M €2.73 %
Neurones 2.9M €2.52 %
Merlin Properties Socimi SA 2.9M €2.52 %
Infotel SA 2.9M €2.43 %
Puig Brands SA 2.8M €2.43 %
Mercedes-Benz Group AG 2.8M €2.37 %
Roche Holding AG 2.7M €2.35 %
ANDRITZ AG 2.5M €2.15 %
Intertek Group PLC 2.4M €2.07 %
adidas AG 2.3M €1.97 %
Kontron AG 2.3M €1.96 %
Ferrovial SE 2.3M €1.93 %
Babcock International Group PLC 2.2M €1.91 %
Nestle SA 2.2M €1.89 %
Alibaba Group Holding Ltd 2.2M €1.85 %
Danieli & C Officine Meccaniche SpA 2.1M €1.81 %
Brenntag SE 2.1M €1.79 %
Grifols SA 2.1M €1.77 %
Vonovia SE 2.1M €1.77 %
Sdiptech AB 2M €1.73 %
Legrand SA 2M €1.73 %
International Petroleum Corp 2M €1.67 %
Pernod Ricard SA 1.9M €1.65 %
KSB SE & Co. KGaA 1.8M €1.58 %
Dometic Group AB 1.8M €1.51 %
Infineon Technologies AG 1.8M €1.50 %
Note AB 1.7M €1.47 %
SAP SE 1.6M €1.37 %
Thales SA 1.6M €1.34 %
Rational AG 1.5M €1.30 %
Zegona Communications plc 1.5M €1.28 %
Econocom Group SA/NV 1.4M €1.22 %
1&1 AG 1.4M €1.19 %
Faes Farma SA 1.3M €1.15 %
Strabag SE 1.2M €1.05 %
SDI GROUP PLC 954.8K €0.82 %
Rightmove PLC 875.5K €0.75 %
HBX Group International PLC 842.3K €0.72 %
Duerr AG 778.5K €0.66 %
Realia Business SA 137.7K €0.12 %