Titelia

Holdings of WELZIA GLOBAL OPPORTUNITIES, FI

WELZIA MANAGEMENT, SGIIC, S.A. ·58 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.3M € · Ten largest lines: 23.6 % of the equity sleeve

Sector breakdown

  • Industrials 18.6 %
  • Consumer discretionary 10.0 %
  • Technology 8.8 %
  • Financials 7.3 %
  • Health care 6.1 %
  • Consumer staples 5.3 %
  • Materials 4.1 %
  • Communication 3.5 %
  • Real estate 2.4 %
  • Energy 1.2 %
  • Unattributed 32.9 %

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

  • US 65.0 %
  • CA 9.1 %
  • SE 5.8 %
  • ES 5.8 %
  • CH 5.1 %
  • DE 3.5 %
  • IT 2.9 %
  • DK 1.3 %
  • NL 1.3 %
  • ZA 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3714.5M €65.01 %
CA52M €9.06 %
SE31.3M €5.85 %
ES31.3M €5.77 %
CH31.2M €5.15 %
DE2793.6K €3.55 %
IT2658.9K €2.94 %
DK1300.8K €1.34 %
NL1295.9K €1.32 %
ZA1244 €0.00 %

Positions

CompanySharesValueWeight
Emerson Electric Co. 558.2K €2.30 %
Applied Materials Inc 554.6K €2.28 %
Caterpillar Inc 534.1K €2.20 %
Simon Property Group Inc 531.9K €2.19 %
Hershey Co/The 527.5K €2.17 %
George Weston Ltd 527K €2.17 %
Steel Dynamics Inc 520.1K €2.14 %
General Dynamics Corp 514.5K €2.12 %
Visa Inc 507.6K €2.09 %
Novartis AG 506.7K €2.09 %
Gartner Inc 504.7K €2.08 %
Industria de Diseno Textil SA 491.3K €2.02 %
Atlas Copco AB 484.8K €2.00 %
Volvo AB 483.9K €1.99 %
PulteGroup Inc 478.7K €1.97 %
United Rentals Inc 475.4K €1.96 %
NVR Inc 465.7K €1.92 %
American Express Co 463K €1.91 %
Automatic Data Processing Inc 459.9K €1.89 %
ACS Actividades de Construccion y Servicios SA 458.2K €1.89 %
Gilead Sciences Inc 448.3K €1.85 %
Freenet AG 445.1K €1.83 %
Omnicom Group Inc 427.3K €1.76 %
Cencora Inc 419.8K €1.73 %
CGI Inc 418.1K €1.72 %
QUALCOMM Inc 415.8K €1.71 %
Banca Mediolanum SpA 399.1K €1.64 %
Dollarama Inc 395.8K €1.63 %
International Business Machines Corp. 394.7K €1.62 %
Nucor Corp 393.7K €1.62 %
NetApp Inc 382.9K €1.58 %
Schindler Holding AG 369.5K €1.52 %
Metro Inc/CN 366.5K €1.51 %
Snap-on Inc 352.1K €1.45 %
Deutsche Telekom AG 348.5K €1.43 %
Aena SME SA 341.8K €1.41 %
Securitas AB 340K €1.40 %
Ameriprise Financial Inc 329.8K €1.36 %
Moody's Corp 326.2K €1.34 %
Quebecor Inc 320.8K €1.32 %
Trane Technologies PLC 314.8K €1.30 %
Pandora A/S 300.8K €1.24 %
Universal Health Services Inc 297K €1.22 %
Kimberly-Clark Corp 296.3K €1.22 %
Koninklijke KPN NV 295.9K €1.22 %
WW Grainger Inc 292.1K €1.20 %
Allegion plc 291.4K €1.20 %
TJX Cos Inc/The 281.2K €1.16 %
Cintas Corp 276.2K €1.14 %
Holcim AG 275.6K €1.13 %
Darden Restaurants Inc 274.2K €1.13 %
GoDaddy Inc 268.3K €1.10 %
ONEOK Inc 262.8K €1.08 %
Ferrari NV 259.7K €1.07 %
Parker-Hannifin Corp 243.2K €1.00 %
eBay Inc 241K €0.99 %
Motorola Solutions Inc 221.9K €0.91 %
Thungela Resources Ltd 244 €0.00 %