Titelia

Holdings of BELGRAVIA EPSILON, FI

SINGULAR ASSET MANAGEMENT, SGIIC, S.A. ·36 declared positions · as of Dec 31, 2025

Original filing · Net assets 37M € · Ten largest lines: 44.3 % of the equity sleeve

Sector breakdown

  • Communication 6.3 %
  • Financials 5.5 %
  • Utilities 4.6 %
  • Consumer staples 4.4 %
  • Consumer discretionary 3.7 %
  • Energy 2.9 %
  • Industrials 2.9 %
  • Materials 2.7 %
  • Technology 1.0 %
  • Health care 0.9 %
  • Unattributed 65.0 %

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 29.6 %
  • GB 21.8 %
  • FR 9.4 %
  • NL 8.5 %
  • BE 8.4 %
  • IT 7.6 %
  • ES 4.6 %
  • IE 3.7 %
  • US 2.7 %
  • SE 2.7 %
  • GR 1.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
DE125.2M €29.62 %
GB63.9M €21.85 %
FR41.7M €9.35 %
NL41.5M €8.47 %
BE31.5M €8.44 %
IT21.3M €7.55 %
ES1812.5K €4.59 %
IE1650.1K €3.67 %
US1478.1K €2.70 %
SE1472.4K €2.67 %
GR1195K €1.10 %

Positions

CompanySharesValueWeight
KBC Group NV 890K €2.40 %
flatexDEGIRO SE 881.8K €2.38 %
Tesco PLC 860.9K €2.33 %
Iberdrola SA 812.5K €2.20 %
Imperial Brands PLC 782.9K €2.12 %
Convatec Group PLC 780.5K €2.11 %
Lottomatica Group Spa 775K €2.09 %
Orange SA 764K €2.06 %
IONOS Group SE 652.7K €1.76 %
Ryanair Holdings PLC 650.1K €1.76 %
adidas AG 591.7K €1.60 %
Reply SpA 562K €1.52 %
KION Group AG 552.8K €1.49 %
Knorr-Bremse AG 542.4K €1.47 %
NatWest Group PLC 537.9K €1.45 %
Corbion NV 533K €1.44 %
Edenred SE 525.7K €1.42 %
Shell PLC 519.3K €1.40 %
Siemens AG 508.2K €1.37 %
Fagron 489.9K €1.32 %
CRH PLC 478.1K €1.29 %
SKF AB 472.4K €1.28 %
ING Groep NV 432.2K €1.17 %
Coca-Cola Europacific Partners PLC 386.1K €1.04 %
Deutsche Telekom AG 359.6K €0.97 %
Universal Music Group NV 344.6K €0.93 %
Auto1 Group SE 300.3K €0.81 %
Aumovio SE 287.7K €0.78 %
Commerzbank AG 216.6K €0.59 %
Vallourec SACA 199.3K €0.54 %
National Bank of Greece SA 195K €0.53 %
Allfunds Group Plc 189.1K €0.51 %
SAP SE 177.1K €0.48 %
CTS Eventim AG & Co KGaA 172.7K €0.47 %
EssilorLuxottica SA 167.3K €0.45 %
Ion Beam Applications 113.9K €0.31 %