Titelia

Holdings of BESTINVER MIXTO, FI

BESTINVER GESTION, S.A., S.G.I.I.C. · Original filing · Compare with another fund · Report an error

Net assets
74.1M € including 41.6M € in equities, 56.2 %
Positions
46 in 12 countries
Top ten
20.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Koninklijke Philips NV 1.9M €2.62 %
2ArcelorMittal SA 1.7M €2.32 %
3Meta Platforms Inc 1.6M €2.22 %
4Cie de Saint-Gobain SA 1.6M €2.13 %
5Barclays PLC 1.6M €2.13 %
6Nordea Bank Abp 1.4M €1.91 %
7Heineken NV 1.4M €1.91 %
8Industria de Diseno Textil SA 1.4M €1.90 %
9Amrize Ltd 1.3M €1.78 %
10Grifols SA 1.3M €1.75 %
11GSK PLC 1.3M €1.73 %
12Elevance Health Inc 1.2M €1.61 %
13Lloyds Banking Group PLC 1.2M €1.60 %
14Expedia Group Inc 1.2M €1.55 %
15Smurfit Westrock PLC 1.1M €1.45 %
16Anglo American PLC 1M €1.36 %
17Rolls-Royce Holdings PLC 978.3K €1.32 %
18LivaNova PLC 954K €1.29 %
19Rentokil Initial PLC 921.7K €1.24 %
20Microsoft Corp 900.1K €1.22 %
21Bayerische Motoren Werke AG 896.4K €1.21 %
22Vallourec SACA 890.8K €1.20 %
23Brenntag SE 875.4K €1.18 %
24Stellantis NV 853.6K €1.15 %
25DSV A/S 825.4K €1.11 %
26Harley-Davidson Inc 811.3K €1.10 %
27Berkshire Hathaway Inc 804.1K €1.09 %
28Airbus SE 755.7K €1.02 %
29Banco Bilbao Vizcaya Argentaria SA 733.7K €0.99 %
30RECKITT BENCKISER GROUP PLC 728.2K €0.98 %
31Pandora A/S 702.2K €0.95 %
32ABN AMRO Bank NV 691.5K €0.93 %
33Deutsche Boerse AG 681.4K €0.92 %
34Banco Santander SA 648.7K €0.88 %
35Shell PLC 585.7K €0.79 %
36BP PLC 570.6K €0.77 %
37EXOR NV 537.7K €0.73 %
38Herc Holdings Inc 485.9K €0.66 %
39CNH Industrial NV 482.3K €0.65 %
40HelloFresh SE 417.2K €0.56 %
41Laboratorios Farmaceuticos Rovi SA 386.4K €0.52 %
42Merlin Properties Socimi SA 340.9K €0.46 %
43Ibersol SGPS SA 281.1K €0.38 %
44Sendas Distribuidora S/A 276.4K €0.37 %
45Huntsman Corp 238.7K €0.32 %
46Semapa-Sociedade de Investimento e Gestao 181.3K €0.24 %

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Sector breakdown

  • Financials 13.5 %
  • Materials 8.8 %
  • Industrials 6.1 %
  • Consumer discretionary 6.1 %
  • Health care 5.9 %
  • Communication 3.9 %
  • Energy 2.8 %
  • Technology 2.2 %
  • Unattributed 50.6 %

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

  • United States 22.2 %
  • United Kingdom 21.2 %
  • Netherlands 14.2 %
  • Spain 11.6 %
  • France 7.8 %
  • Germany 6.9 %
  • Luxembourg 4.1 %
  • Denmark 3.7 %
  • Finland 3.4 %
  • Switzerland 3.2 %
  • Portugal 1.1 %
  • Brazil 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States109.3M €22.22 %
2United Kingdom98.8M €21.23 %
3Netherlands65.9M €14.22 %
4Spain64.8M €11.55 %
5France33.2M €7.75 %
6Germany42.9M €6.89 %
7Luxembourg11.7M €4.13 %
8Denmark21.5M €3.67 %
9Finland11.4M €3.40 %
10Switzerland11.3M €3.16 %
11Portugal2462.5K €1.11 %
12Brazil1276.4K €0.66 %
Cite this page

Titelia. "Holdings of BESTINVER MIXTO, FI". https://titelia.com/en/funds/ESFI1081-0