Titelia

Holdings of TRUE VALUE, FI

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

Net assets
59.6M € including 48.1M € in equities, 80.6 %
Positions
33 in 15 countries
Top ten
50.4 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NewPrinces SpA 5.9M €9.86 %
2Nagarro SE 5.9M €9.83 %
3goeasy Ltd 3.3M €5.56 %
4Keck Seng Investments Hong Kong Ltd 2.8M €4.63 %
5Alphabet Inc 2.7M €4.52 %
6IT Link SA 2.5M €4.20 %
7API Group Corp 2.3M €3.93 %
8Teva Pharmaceutical Industries Ltd 1.6M €2.63 %
9Georgia Capital PLC 1.5M €2.60 %
10Constellation Software Inc/Canada 1.5M €2.59 %
11Teleperformance SE 1.5M €2.56 %
12Titan America SA 1.3M €2.22 %
13International Workplace Group PLC 1.3M €2.10 %
14Jackson Financial Inc 1.2M €2.09 %
15Eurofins Scientific SE 1.2M €2.07 %
16Cigna Group/The 1.2M €2.03 %
17Repsol SA 1.1M €1.83 %
18Griffon Corp 1.1M €1.76 %
19Holcim AG 1M €1.72 %
20Premium Brands Holdings Corp 931.1K €1.56 %
21Accenture PLC 909.1K €1.53 %
22TFI International Inc 879.9K €1.48 %
23IMCD NV 743.6K €1.25 %
24Fairfax India Holdings Corp 662.4K €1.11 %
25Singapore Shipping Corp Ltd 587.3K €0.99 %
26Amrize Ltd 575.8K €0.97 %
27Five9 Inc 524K €0.88 %
28CRH PLC 521.7K €0.88 %
29Concentrix Corp 350.5K €0.59 %
30Kaisa Prosperity Holdings Ltd 207.5K €0.35 %
31Plastivaloire 183.3K €0.31 %
32ADLPartner 2.8K €0.00 %
33D.L.S.I. 1.2K €0.00 %

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Sector breakdown

  • Communication 5.6 %
  • Technology 5.1 %
  • Materials 3.2 %
  • Health care 2.5 %
  • Unattributed 83.6 %

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 24.4 %
  • Canada 13.4 %
  • Italy 12.2 %
  • Germany 12.2 %
  • France 8.8 %
  • Switzerland 5.9 %
  • Hong Kong SAR China 5.7 %
  • Israel 3.3 %
  • United Kingdom 3.2 %
  • Belgium 2.8 %
  • Luxembourg 2.6 %
  • Spain 2.3 %
  • Other countries 3.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1011.7M €24.41 %
2Canada46.5M €13.42 %
3Italy15.9M €12.23 %
4Germany15.9M €12.19 %
5France54.2M €8.79 %
6Switzerland32.9M €5.94 %
7Hong Kong SAR China12.8M €5.74 %
8Israel11.6M €3.27 %
9United Kingdom11.5M €3.22 %
10Belgium11.3M €2.75 %
11Luxembourg11.2M €2.56 %
12Spain11.1M €2.27 %
Cite this page

Titelia. "Holdings of TRUE VALUE, FI". https://titelia.com/en/funds/ESFI4683-0