Titelia

Holdings of SA International Value Fund

SA FUNDS INVESTMENT TRUST · 384 declared positions · as of Mar 31, 2026

Original filing · Net assets 616M $ · Ten largest lines: 19.9 % of the equity sleeve

Sector breakdown

  • Financials 20.5 %
  • Energy 12.5 %
  • Industrials 3.4 %
  • Consumer discretionary 3.0 %
  • Materials 2.8 %
  • Health care 2.6 %
  • Consumer staples 2.1 %
  • Utilities 1.8 %
  • Technology 1.3 %
  • Communication 1.3 %
  • Unattributed 48.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 29.0 %
  • JPY 21.5 %
  • USD 17.7 %
  • CHF 7.9 %
  • AUD 6.2 %
  • GBP 5.3 %
  • CAD 3.1 %
  • SEK 2.5 %
  • DKK 2.0 %
  • HKD 1.6 %
  • SGD 1.1 %
  • ILS 1.0 %
  • NOK 0.9 %
  • NZD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 21.6 %
  • GB 12.1 %
  • FR 11.0 %
  • CA 10.6 %
  • CH 8.0 %
  • DE 7.4 %
  • AU 6.2 %
  • NL 4.1 %
  • ES 3.5 %
  • SE 2.5 %
  • DK 2.0 %
  • IT 2.0 %
  • Other countries 9.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP126130.3M $21.56 %
2GB2073.1M $12.09 %
3FR2266.5M $11.00 %
4CA2464M $10.58 %
5CH1748.1M $7.96 %
6DE2145M $7.44 %
7AU2737.7M $6.23 %
8NL1225.1M $4.15 %
9ES521.3M $3.52 %
10SE2614.9M $2.46 %
11DK1012.1M $2.01 %
12IT612.1M $1.99 %

Positions

RankCompanySharesValueWeight
201OMV AG 8,855646.9K $0.11 %
202Brother Industries Ltd 35,600644.2K $0.10 %
203Whitehaven Coal Ltd 99,731636.5K $0.10 %
204MEIJI Holdings Co Ltd 26,100634.6K $0.10 %
205Fresenius Medical Care AG 14,083627.8K $0.10 %
206Kingfisher PLC 166,517625.5K $0.10 %
207Mebuki Financial Group Inc 83,070624.4K $0.10 %
208Delek Group Ltd 1,842620.5K $0.10 %
209MINEBEA MITSUMI Inc 38,700618.2K $0.10 %
210Japan Post Holdings Co Ltd 54,700616.6K $0.10 %
211International Paper Co 17,294610K $0.10 %
212First Quantum Minerals Ltd 25,434608.1K $0.10 %
213Continental AG 8,730601.4K $0.10 %
214Toyota Motor Corp 2,917601.2K $0.10 %
215Swire Pacific Ltd 53,500582.3K $0.09 %
216Hongkong Land Holdings Ltd 73,200568.8K $0.09 %
217Sumitomo Heavy Industries Ltd 19,000563.6K $0.09 %
218STMicroelectronics NV 16,980561.4K $0.09 %
219Haseko Corp 30,800560K $0.09 %
220DSM-Firmenich AG 7,778552.4K $0.09 %
221Canadian Pacific Kansas City Ltd 6,998550.5K $0.09 %
222DNB Bank ASA 17,623548.2K $0.09 %
223Genmab A/S 2,066547.4K $0.09 %
224Rexel SA 14,200546.2K $0.09 %
225Sumitomo Rubber Industries Ltd 42,800545.2K $0.09 %
226Wilmar International Ltd 180,900541.7K $0.09 %
227Kamigumi Co Ltd 15,700539.3K $0.09 %
228Lloyds Banking Group PLC 106,788537.1K $0.09 %
229J Front Retailing Co Ltd 35,100533.9K $0.09 %
230Galaxy Entertainment Group Ltd 119,000531.2K $0.09 %
231Auckland International Airport Ltd 115,951531.1K $0.09 %
232JFE Holdings, Inc. 46,000526.2K $0.09 %
233Capgemini SE 4,509523.8K $0.09 %
234Sompo Holdings Inc 13,800522.8K $0.08 %
235Kobe Steel Ltd 43,300515.7K $0.08 %
236Aurizon Holdings Ltd 187,962514.8K $0.08 %
237Hexagon AB 53,499508.8K $0.08 %
238Fukuoka Financial Group Inc 13,600505K $0.08 %
239Carrefour SA 27,160499.3K $0.08 %
240Open House Group Co Ltd 7,900498K $0.08 %
241Sumitomo Chemical Co Ltd 157,200494.8K $0.08 %
242Seiko Epson Corp 40,700491.9K $0.08 %
243NH Foods Ltd 11,033488.7K $0.08 %
244Mitsubishi Gas Chemical Co Inc 21,400484.8K $0.08 %
245Unipol Assicurazioni SpA 21,052482.9K $0.08 %
246AP Moller - Maersk A/S 194481.8K $0.08 %
247Chiba Bank Ltd/The 38,200480.4K $0.08 %
248Kuraray Co Ltd 46,000478.1K $0.08 %
249Nordea Bank Abp 28,127477.1K $0.08 %
250Amundi SA 5,568472.1K $0.08 %
251CK Asset Holdings Ltd 82,569468.2K $0.08 %
252AP Moller - Maersk A/S 191464.7K $0.08 %
253Harvey Norman Holdings Ltd 136,089462.9K $0.08 %
254Mitsui & Co Ltd 12,300461.8K $0.08 %
255Henkel AG & Co KGaA 6,345453.2K $0.07 %
256Seatrium Ltd 238,840438.4K $0.07 %
257Merck KGaA 3,520437.8K $0.07 %
258Whitecap Resources Inc 38,010429K $0.07 %
259Loomis AB 9,469428.3K $0.07 %
260Volkswagen AG 4,164425.7K $0.07 %
261Dyno Nobel Ltd 195,063419.9K $0.07 %
262Koito Manufacturing Co Ltd 27,300419.6K $0.07 %
263Yancoal Australia Ltd 73,145418.4K $0.07 %
264Northern Star Resources Ltd 29,320411.9K $0.07 %
265SpareBank 1 Sor-Norge ASA 18,440400.9K $0.07 %
266Singapore Airlines Ltd 77,500397.8K $0.06 %
267LY Corp 162,700392.3K $0.06 %
268Trelleborg AB 10,544388.5K $0.06 %
269Toyoda Gosei Co Ltd 15,300386.4K $0.06 %
270Amada Co Ltd 27,500374.5K $0.06 %
271Toyo Seikan Group Holdings Ltd 16,700372.2K $0.06 %
272Tryg A/S 15,313365K $0.06 %
273Suntory Beverage & Food Ltd 12,700359.1K $0.06 %
274UOL Group Ltd 47,218357K $0.06 %
275Hong Kong & China Gas Co Ltd 383,000346.8K $0.06 %
276Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 553344.8K $0.06 %
277Cathay Pacific Airways Ltd 230,363329.6K $0.05 %
278Centrica PLC 116,717328.3K $0.05 %
279Medipal Holdings Corp 17,700327.7K $0.05 %
280Pan American Silver Corp 5,995327.5K $0.05 %
281Henderson Land Development Co Ltd 88,684327.1K $0.05 %
282Canon Marketing Japan Inc 14,800321.7K $0.05 %
283Novartis AG 2,121320.6K $0.05 %
284HAL Trust 1,592319.4K $0.05 %
285Holmen AB 8,941318.3K $0.05 %
286Seino Holdings Co Ltd 20,400311.9K $0.05 %
287Takashimaya Co Ltd 26,200309.9K $0.05 %
288Challenger Ltd 54,241309.9K $0.05 %
289Japan Airlines Co Ltd 19,000306.4K $0.05 %
290MTR Corp Ltd 74,669304.5K $0.05 %
291Ono Pharmaceutical Co Ltd 19,200303.7K $0.05 %
292Nisshin Seifun Group Inc 22,800301K $0.05 %
293Obayashi Corp. 12,700300.6K $0.05 %
294HSBC Holdings PLC 18,452298.4K $0.05 %
295Svenska Cellulosa AB SCA 25,812296.7K $0.05 %
296Hulic Co Ltd 25,300291.7K $0.05 %
297Infratil Ltd 43,370290.3K $0.05 %
298Swiss Prime Site AG 1,636276.2K $0.04 %
299Cellnex Telecom SA 8,456271K $0.04 %
300Hitachi Construction Machinery Co Ltd 8,000265.7K $0.04 %