Titelia

Holdings of MAGALLANES MICROCAPS EUROPE, FI

MAGALLANES VALUE INVESTORS, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
113.6M € including 110.9M € in equities, 97.6 %
Positions
41 in 16 countries
Top ten
45.9 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1ATALAYA MINING COPPER SA 7.1M €6.20 %
2Ibersol SGPS SA 6.8M €5.98 %
3WABERERS INTERNATIONAL ZRT 5.5M €4.88 %
4International Petroleum Corp 5.5M €4.83 %
5Cementir Holding NV 5.3M €4.67 %
6KSB SE & Co. KGaA 5.1M €4.46 %
7Deutz AG 4.5M €3.98 %
8SONAE CAPITAL 4.2M €3.71 %
9SOL SpA 4.1M €3.62 %
10CIR SpA-Compagnie Industriali 4M €3.55 %
11Italian Wine Brands S.P.A 3.3M €2.92 %
12Miquel y Costas & Miquel SA 3.2M €2.81 %
13Travis Perkins PLC 3.1M €2.75 %
14Peugeot Invest SA 3.1M €2.73 %
15Prosegur Cash SA 2.8M €2.50 %
16Inchcape PLC 2.8M €2.46 %
17Deep Value Driller As 2.8M €2.43 %
18Stabilus SE 2.6M €2.32 %
19C&C Group PLC 2.6M €2.26 %
20Iberpapel Gestion SA 2.5M €2.23 %
21Banca Sistema SpA 2.5M €2.17 %
22Ashmore Group PLC 2.5M €2.16 %
23Recticel SA 2.4M €2.14 %
24Ibstock PLC 2.4M €2.09 %
25Vetropack Holding AG 2M €1.79 %
26FNM SpA 1.9M €1.65 %
27Prim SA 1.8M €1.63 %
28Wuestenrot & Wuerttembergische AG 1.6M €1.44 %
29Camellia PLC 1.5M €1.31 %
30Sto SE & Co. KGaA 1.4M €1.27 %
31FLEURY MICHON 1.4M €1.24 %
32EDAG Engineering Group AG 1.4M €1.22 %
33Villeroy & Boch AG 1.3M €1.17 %
34ELICA SPA 1.1M €0.97 %
35Stalexport Autostrady SA 895.1K €0.79 %
36Ferronordic Ab 866.3K €0.76 %
37Rottneros AB 773.4K €0.68 %
38Kongsberg Automotive ASA 622.9K €0.55 %
39CHARACTER GROUP PLC 516.2K €0.45 %
40Kapsch TrafficCom AG 495.9K €0.44 %
41RENTA CORPORACION 415.8K €0.37 %

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Sector breakdown

  • Unattributed 100.0 %

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 17.9 %
  • Italy 15.2 %
  • Germany 15.0 %
  • Portugal 9.9 %
  • Spain 9.8 %
  • Hungary 5.0 %
  • Canada 5.0 %
  • Netherlands 4.8 %
  • France 4.1 %
  • Switzerland 3.1 %
  • Norway 3.1 %
  • Ireland 2.3 %
  • Other countries 4.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom719.8M €17.86 %
2Italy616.9M €15.25 %
3Germany616.6M €15.01 %
4Portugal211M €9.93 %
5Spain510.8M €9.77 %
6Hungary15.5M €5.01 %
7Canada15.5M €4.95 %
8Netherlands15.3M €4.79 %
9France24.5M €4.06 %
10Switzerland23.4M €3.08 %
11Norway23.4M €3.05 %
12Ireland12.6M €2.32 %
Cite this page

Titelia. "Holdings of MAGALLANES MICROCAPS EUROPE, FI". https://titelia.com/en/funds/ESFI5140-0