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Holdings of RENTA 4 MULTIGESTION, FI RENTA 4 MULTIGESTION/ NUMANTIA PATRIMONIO GLOBAL

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
235.3M € including 233.7M € in equities, 99.3 %
Positions
28 in 5 countries
Top ten
54.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Brookfield Corp 17.5M €7.44 %
2Georgia Capital PLC 16.8M €7.13 %
3Tesla Inc 15.8M €6.73 %
4FRP Holdings Inc 15.1M €6.42 %
5Secure Waste Infrastructure Corp 12.7M €5.40 %
6St Joe Co/The 10.6M €4.52 %
7Amazon.com Inc 10M €4.24 %
8Camden Property Trust 9.7M €4.14 %
9AST SpaceMobile Inc 9.3M €3.97 %
10GXO Logistics Inc 9.3M €3.97 %
11Fairfax Financial Holdings Ltd 8.9M €3.78 %
12Carlisle Cos Inc 8.4M €3.58 %
13Watches of Switzerland Group PLC 8.2M €3.48 %
14Meta Platforms Inc 7.7M €3.25 %
15Canadian Natural Resources Ltd 7.3M €3.09 %
16Red Rock Resorts Inc 7.3M €3.08 %
17Veris Residential Inc 7M €2.99 %
18API Group Corp 7M €2.98 %
19Canadian National Railway Co 6.7M €2.84 %
20Canadian Pacific Kansas City Ltd 6.2M €2.63 %
21Sky Harbour Group Corp 6M €2.53 %
22Eurofins Scientific SE 5.7M €2.44 %
23Chubb Ltd 4.6M €1.96 %
24Amrize Ltd 4M €1.69 %
25Apollo Global Management Inc 3.9M €1.66 %
26Zoetis Inc 3.7M €1.59 %
27International Petroleum Corp 2.5M €1.06 %
28MercadoLibre Inc 1.8M €0.75 %

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Sector breakdown

  • Consumer discretionary 11.8 %
  • Financials 11.1 %
  • Communication 3.3 %
  • Energy 3.1 %
  • Industrials 2.9 %
  • Health care 1.6 %
  • Unattributed 66.2 %

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

  • United States 58.8 %
  • Canada 26.4 %
  • United Kingdom 10.7 %
  • Luxembourg 2.5 %
  • Switzerland 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States17137.3M €58.75 %
2Canada761.7M €26.41 %
3United Kingdom225M €10.68 %
4Luxembourg15.7M €2.46 %
5Switzerland14M €1.70 %
Cite this page

Titelia. "Holdings of RENTA 4 MULTIGESTION, FI RENTA 4 MULTIGESTION/ NUMANTIA PATRIMONIO GLOBAL". https://titelia.com/en/funds/ESFI1857-11