Titelia

Holdings of INVERSIONES CAUZAR, SICAV S.A.

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·13 declared positions · as of Dec 31, 2025

Original filing · Net assets 9.1M € · Ten largest lines: 90.4 % of the equity sleeve

Sector breakdown

  • Industrials 19.8 %
  • Consumer discretionary 6.6 %
  • Communication 6.3 %
  • Financials 4.8 %
  • Energy 4.1 %
  • Technology 3.0 %
  • Unattributed 55.4 %

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

  • DE 39.1 %
  • US 28.9 %
  • IE 24.2 %
  • FR 4.1 %
  • ES 3.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1DE4947.7K €39.11 %
2US6701.3K €28.94 %
3IE1587.4K €24.24 %
4FR199.2K €4.09 %
5ES187.6K €3.62 %

Positions

RankCompanySharesValueWeight
1INVESCO PHY GOLD 587.4K €6.42 %
2Rheinmetall AG 480.8K €5.26 %
3TUI AG 211K €2.31 %
4Jungheinrich AG 183K €2.00 %
5Amazon.com Inc 159.8K €1.75 %
6Meta Platforms Inc 152.3K €1.67 %
7PayPal Holdings Inc 116.8K €1.28 %
8TransMedics Group Inc 109.3K €1.19 %
9TotalEnergies SE 99.2K €1.08 %
10Boot Barn Holdings Inc 90.7K €0.99 %
11Puig Brands SA 87.6K €0.96 %
12RENK Group AG 72.9K €0.80 %
13Fortinet Inc 72.4K €0.79 %