Titelia

Holdings of EXCEL EQUITIES SICAV, S.A.

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·40 declared positions · as of Dec 31, 2025

Original filing · Net assets 31.1M € · Ten largest lines: 35.9 % of the equity sleeve

Sector breakdown

  • Materials 10.5 %
  • Energy 7.1 %
  • Consumer staples 4.8 %
  • Unattributed 77.6 %

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 29.0 %
  • FR 14.2 %
  • GB 12.2 %
  • DE 12.1 %
  • CH 8.5 %
  • IT 4.7 %
  • CA 4.6 %
  • PT 3.9 %
  • US 3.6 %
  • IE 2.9 %
  • BE 2.7 %
  • GG 1.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES117.7M €29.02 %
FR63.7M €14.16 %
GB63.2M €12.16 %
DE53.2M €12.07 %
CH32.3M €8.53 %
IT21.3M €4.73 %
CA11.2M €4.63 %
PT21M €3.91 %
US1954.3K €3.61 %
IE1773.7K €2.93 %
BE1713.7K €2.70 %
GG1410.2K €1.55 %

Positions

CompanySharesValueWeight
Barrick Mining Corp 1.2M €3.93 %
Grifols SA 1.1M €3.56 %
Tecnicas Reunidas SA 995K €3.20 %
Distribuidora Internacional de Alimentacion SA 989.6K €3.18 %
Smurfit Westrock PLC 954.3K €3.06 %
Carrefour SA 896.5K €2.88 %
Schaeffler AG 881.1K €2.83 %
Avolta AG 860.7K €2.76 %
Tubacex SA 800.4K €2.57 %
Fresenius Medical Care AG 774.4K €2.49 %
C&C Group PLC 773.7K €2.48 %
International Workplace Group PLC 729.4K €2.34 %
Bollore SE 728.7K €2.34 %
TechnipFMC PLC 720.5K €2.31 %
Repsol SA 716.6K €2.30 %
Anheuser-Busch InBev SA/NV 713.7K €2.29 %
Telecom Italia SpA/Milano 667.9K €2.14 %
Aryzta AG 664.4K €2.13 %
Gestamp Automocion SA 654K €2.10 %
TotalEnergies SE 639.3K €2.05 %
Galp Energia SGPS SA 629.1K €2.02 %
Anglo American PLC 601.1K €1.93 %
Piaggio & C SpA 583K €1.87 %
Porsche Automobil Holding SE 578.8K €1.86 %
Cirsa Enterprises SA 569.8K €1.83 %
Befesa SA 560.5K €1.80 %
Diageo PLC 551.4K €1.77 %
Teleperformance SE 544.2K €1.75 %
Renault SA 531.3K €1.71 %
Shell PLC 528.8K €1.70 %
Merlin Properties Socimi SA 497.2K €1.60 %
Telefonica SA 489K €1.57 %
Talgo SA 462K €1.48 %
Babcock International Group PLC 448.8K €1.44 %
Shurgard Self Storage Ltd 410.2K €1.32 %
Sonae SGPS SA 403K €1.29 %
Pernod Ricard SA 402.1K €1.29 %
Bayerische Motoren Werke AG 395.8K €1.27 %
Puig Brands SA 386.6K €1.24 %
Fresnillo PLC 363K €1.17 %