Titelia

Holdings of AZVALOR MANAGERS, FI

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

Net assets
180.5M € including 95.3M € in equities, 52.8 %
Positions
237 in 21 countries
Top ten
9.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
201Shanghai United Imaging Healthcare Co Ltd 93.8K €0.05 %
202SG Micro Corp 86.3K €0.05 %
203Dong-E-E-Jiao Co Ltd 85.5K €0.05 %
204Sunwoda Electronic Co Ltd 84.5K €0.05 %
205Oshkosh Corp 78.8K €0.04 %
206UNITED CO RUSAL INTERNATIONAL PJSC 78.6K €0.04 %
207Boss Energy Ltd 77.5K €0.04 %
208Boston Beer Co Inc/The 77.2K €0.04 %
209China Meidong Auto Holdings Ltd 77.2K €0.04 %
210MINERA ALAMOS INC 65.3K €0.04 %
211Asante Gold Corp 63.8K €0.04 %
212Anjoy Foods Group Co Ltd 62.8K €0.03 %
213Encore Energy Corp 62.6K €0.03 %
214Central China New Life Ltd 61.6K €0.03 %
215WeRide Inc 58.4K €0.03 %
216Hercules Metals Corp 56K €0.03 %
217GUANGZHOU RUOYUCHEN TECH CO LT 49.4K €0.03 %
218PONY AI INC 48.1K €0.03 %
219Triple Flag Precious Metals Corp 47.1K €0.03 %
220Mako Mining Corp 46K €0.03 %
221Bristow Group Inc 43.6K €0.02 %
222MAO GEPING COSMETICS CO LTD 41.2K €0.02 %
223Minera Alamos Inc 40.4K €0.02 %
224Omai Gold Mines Corp 39.1K €0.02 %
225Locksley Resources Ltd 38.4K €0.02 %
226WeRide Inc 38K €0.02 %
227South Pacific Metals Corp 36.8K €0.02 %
228Founders Metals Inc 36.5K €0.02 %
229African Gold Ltd 34K €0.02 %
230Los Andes Copper Ltd 27.2K €0.02 %
231LOCALIZA RENT A CAR SA 19.5K €0.01 %
232BRIXTON METALS CORP 13K €0.01 %
233Air France-KLM 10.1K €0.01 %
234Gunnison Copper Corp 8K €0.00 %
235Greenheart Gold, Inc. 5.2K €0.00 %
236Mountain Province Diamonds Inc 476 €0.00 %
237MINERA ALAMOS INC 1 €

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Sector breakdown

  • Communication 2.6 %
  • Consumer discretionary 2.4 %
  • Financials 1.9 %
  • Materials 1.6 %
  • Energy 1.5 %
  • Technology 1.3 %
  • Industrials 0.9 %
  • Unattributed 87.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 30.2 %
  • Canada 18.9 %
  • Hong Kong SAR China 15.1 %
  • China 10.4 %
  • South Africa 5.5 %
  • United Kingdom 4.0 %
  • Brazil 3.2 %
  • Bermuda 3.1 %
  • Australia 2.0 %
  • Cayman Islands 1.3 %
  • Luxembourg 0.9 %
  • Norway 0.9 %
  • Other countries 4.4 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States6328.8M €30.21 %
2Canada5418M €18.90 %
3Hong Kong SAR China3014.4M €15.10 %
4China409.9M €10.39 %
5South Africa65.3M €5.52 %
6United Kingdom73.8M €4.00 %
7Brazil63M €3.19 %
8Bermuda32.9M €3.05 %
9Australia81.9M €2.01 %
10Cayman Islands81.3M €1.32 %
11Luxembourg1891.5K €0.94 %
12Norway1869.3K €0.91 %
Cite this page

Titelia. "Holdings of AZVALOR MANAGERS, FI". https://titelia.com/en/funds/ESFI5315-0