Titelia

Holdings of COBAS SELECCION, FI

COBAS ASSET MANAGEMENT, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
1.2B € including 796.6M € in equities, 67.8 %
Positions
34 in 15 countries
Top ten
30.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1ATALAYA MINING COPPER SA 49.7M €4.23 %
2Golar LNG Ltd 47M €4.00 %
3CK Hutchison Holdings Ltd 42.8M €3.64 %
4Danieli & C Officine Meccaniche SpA 36.3M €3.09 %
5BW Offshore Ltd 34.3M €2.92 %
6BW Energy Ltd 32.6M €2.77 %
7Wizz Air Holdings Plc 29.1M €2.48 %
8Brava Energia 28.7M €2.44 %
9TGS ASA 27.9M €2.37 %
10Derichebourg SA 25.2M €2.15 %
11G-III Apparel Group Ltd 24.5M €2.09 %
12Viatris Inc 24.4M €2.07 %
13Bayer AG 23.6M €2.01 %
14Melia Hotels International SA 23.4M €1.99 %
15Borr Drilling Ltd. 21.4M €1.82 %
16Teleperformance SE 21M €1.79 %
17Fnac Darty SA 20.9M €1.78 %
18Currys PLC 20.9M €1.78 %
19Grifols SA 20.6M €1.75 %
20Sacyr SA 20.2M €1.72 %
21Almirall SA 19.8M €1.68 %
22Renault SA 19.6M €1.67 %
23CK Asset Holdings Ltd 19.3M €1.64 %
24Tecnicas Reunidas SA 19M €1.62 %
25SAF-Holland SE 18.1M €1.54 %
26Saipem SpA 17.8M €1.52 %
27Cofide 17.5M €1.49 %
28Teva Pharmaceutical Industries Ltd 17.2M €1.46 %
29Petroreconcavo S/A 16.5M €1.40 %
30Meren Energy Inc 14.7M €1.25 %
31Semapa-Sociedade de Investimento e Gestao 14.5M €1.24 %
32Douglas AG 14.4M €1.22 %
33Ibstock PLC 13.8M €1.17 %
34Cosco Capital Inc 52.5K €0.00 %

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Sector breakdown

  • Health care 6.0 %
  • Unattributed 94.0 %

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

  • United Kingdom 14.2 %
  • Spain 12.9 %
  • Norway 11.9 %
  • France 10.9 %
  • Italy 9.0 %
  • Bermuda 8.6 %
  • Germany 7.0 %
  • United States 6.1 %
  • Brazil 5.7 %
  • Hong Kong SAR China 5.4 %
  • Cayman Islands 2.4 %
  • Israel 2.2 %
  • Other countries 3.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom4113.4M €14.24 %
2Spain5103M €12.93 %
3Norway394.8M €11.90 %
4France486.7M €10.88 %
5Italy371.6M €8.99 %
6Bermuda268.4M €8.58 %
7Germany356.1M €7.04 %
8United States248.9M €6.14 %
9Brazil245.2M €5.68 %
10Hong Kong SAR China142.8M €5.37 %
11Cayman Islands119.3M €2.42 %
12Israel117.2M €2.15 %
Cite this page

Titelia. "Holdings of COBAS SELECCION, FI". https://titelia.com/en/funds/ESFI5075-0