Titelia

Holdings of PANZA VALOR, FI

PANZA CAPITAL, SGIIC, S.A. ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 105.6M € · Ten largest lines: 41 % of the equity sleeve

Sector breakdown

  • Financials 6.0 %
  • Industrials 4.6 %
  • Consumer discretionary 4.4 %
  • Materials 3.6 %
  • Energy 3.2 %
  • Health care 0.6 %
  • Unattributed 77.6 %

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

  • GB 31.7 %
  • US 21.5 %
  • FR 14.8 %
  • DE 10.3 %
  • SE 5.2 %
  • IT 4.6 %
  • ES 4.3 %
  • CH 3.8 %
  • DK 2.0 %
  • IE 1.0 %
  • NL 0.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB1132.7M €31.69 %
US822.1M €21.45 %
FR515.3M €14.84 %
DE510.6M €10.31 %
SE35.4M €5.24 %
IT24.8M €4.65 %
ES14.4M €4.27 %
CH33.9M €3.81 %
DK12M €1.97 %
IE11.1M €1.02 %
NL1794K €0.77 %

Positions

CompanySharesValueWeight
Johnson Matthey PLC 5.1M €4.80 %
Trigano SA 5M €4.72 %
Forvia SE 4.5M €4.27 %
CIE Automotive SA 4.4M €4.17 %
Bayerische Motoren Werke AG 4.1M €3.89 %
Renishaw PLC 4M €3.83 %
3i Group PLC 4M €3.77 %
Berkeley Group Holdings PLC 3.8M €3.63 %
Steel Dynamics Inc 3.8M €3.56 %
Babcock International Group PLC 3.6M €3.40 %
DR Horton Inc 3.5M €3.27 %
PulteGroup Inc 3.4M €3.24 %
Next PLC 3.3M €3.13 %
EOG Resources Inc 3.3M €3.12 %
Brenntag SE 2.9M €2.79 %
Morgan Sindall Group PLC 2.9M €2.72 %
Buzzi SpA 2.7M €2.53 %
Alten SA 2.7M €2.51 %
Lennar Corp 2.6M €2.50 %
Visteon Corp 2.6M €2.48 %
Bellway PLC 2.3M €2.19 %
Huntsman Corp 2.3M €2.17 %
EQT AB 2.2M €2.08 %
Investor AB 2.2M €2.06 %
Geberit AG 2.1M €2.02 %
Brembo NV 2.1M €2.01 %
Arkema SA 2.1M €1.97 %
ROCKWOOL A/S 2M €1.92 %
Evonik Industries AG 1.6M €1.48 %
Forterra PLC 1.4M €1.33 %
Ibstock PLC 1.3M €1.23 %
Schneider Electric SE 1.1M €1.02 %
LANXESS AG 1.1M €1.01 %
Ryanair Holdings PLC 1.1M €1.00 %
AAK AB 1M €0.99 %
ABB Ltd 1M €0.98 %
Barratt Redrow PLC 976.9K €0.93 %
Carl Zeiss Meditec AG 953.4K €0.90 %
Stellantis NV 794K €0.75 %
Clariant AG 762.1K €0.72 %
Moderna Inc 651.7K €0.62 %