Titelia

Holdings of BEAUFORT INTERNACIONAL, FI

INVERSIS GESTIÓN, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
4.6M € including 3.8M € in equities, 83.0 %
Positions
52 in 12 countries
Top ten
27.2 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bayer AG 148K €3.24 %
2Nordic American Tankers Ltd 146.4K €3.21 %
3Wartsila OYJ Abp 136.8K €3.00 %
4Rolls-Royce Holdings PLC 132.3K €2.90 %
5British American Tobacco PLC 115.1K €2.52 %
6Fresnillo PLC 114.6K €2.51 %
7Hecla Mining Co 114.4K €2.50 %
8Air Liquide SA 112K €2.45 %
9Barrick Mining Corp 111.2K €2.44 %
10Davide Campari-Milano NV 110.8K €2.43 %
11Newmont Corp 102K €2.23 %
12Vonovia SE 98.2K €2.15 %
13Kinross Gold Corp 95.9K €2.10 %
14British Land Co PLC/The 94.8K €2.08 %
15Imperial Brands PLC 94.1K €2.06 %
16Diageo PLC 93.9K €2.06 %
17thyssenkrupp AG 92.7K €2.03 %
18Kone Oyj 90.8K €1.99 %
19Vidrala SA 90.2K €1.97 %
20BASF SE 88.9K €1.95 %
21Anheuser-Busch InBev SA/NV 82.4K €1.80 %
22NIKE Inc 81.4K €1.78 %
23Pan American Silver Corp 77.2K €1.69 %
24International Business Machines Corp. 75.7K €1.66 %
25Acciona SA 74.4K €1.63 %
26Agnico Eagle Mines Ltd 72.2K €1.58 %
27General Mills, Inc. 71.3K €1.56 %
28Beiersdorf AG 70.3K €1.54 %
29Hershey Co/The 69.7K €1.53 %
30Kraft Heinz Co/The 61.9K €1.36 %
31Danone SA 61.4K €1.34 %
32Fomento De Construcciones Y Contratas SA 61K €1.34 %
33Airbus SE 59.5K €1.30 %
34Home Depot Inc/The 58.6K €1.28 %
35Pernod Ricard SA 58.5K €1.28 %
36Walt Disney Co/The 58.1K €1.27 %
37Otis Worldwide Corp 55.8K €1.22 %
38Novo Nordisk A/S 52.3K €1.14 %
39Constellation Brands Inc 47K €1.03 %
40Investor AB 45.8K €1.00 %
41Freeport-McMoRan Inc 43.2K €0.95 %
42United Utilities Group PLC 41.1K €0.90 %
43LVMH Moet Hennessy Louis Vuitton SE 38.7K €0.85 %
44L'Oreal SA 36.7K €0.80 %
45PepsiCo Inc 36.7K €0.80 %
46Tkms AG& Co KGaA 33.1K €0.72 %
47Mastercard Inc 31.6K €0.69 %
48Xerox Holdings Corp 20.2K €0.44 %
49D-Wave Quantum Inc 10K €0.22 %
50IonQ Inc 7.6K €0.17 %
51Rigetti Computing Inc 7.5K €0.17 %
52Quantum Computing Inc 7.4K €0.16 %

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Sector breakdown

  • Consumer staples 20.3 %
  • Materials 16.5 %
  • Industrials 6.5 %
  • Health care 5.3 %
  • Consumer discretionary 4.7 %
  • Financials 2.0 %
  • Technology 2.0 %
  • Communication 1.5 %
  • Unattributed 41.1 %

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 25.3 %
  • United Kingdom 18.1 %
  • Germany 14.0 %
  • France 9.7 %
  • Canada 9.4 %
  • Finland 6.0 %
  • Spain 6.0 %
  • Bermuda 3.9 %
  • Netherlands 2.9 %
  • Belgium 2.2 %
  • Denmark 1.4 %
  • Sweden 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States19960K €25.32 %
2United Kingdom7685.9K €18.09 %
3Germany6531.1K €14.01 %
4France6366.8K €9.68 %
5Canada4356.5K €9.40 %
6Finland2227.6K €6.00 %
7Spain3225.6K €5.95 %
8Bermuda1146.4K €3.86 %
9Netherlands1110.8K €2.92 %
10Belgium182.4K €2.17 %
11Denmark152.3K €1.38 %
12Sweden145.8K €1.21 %
Cite this page

Titelia. "Holdings of BEAUFORT INTERNACIONAL, FI". https://titelia.com/en/funds/ESFI5444-0