Titelia

Holdings of ARWEN CAPITAL, S.I.C.A.V, S.A.

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·44 declared positions · as of Dec 31, 2025

Original filing · Net assets 5.1M € · Ten largest lines: 46.1 % of the equity sleeve

Sector breakdown

  • Industrials 13.9 %
  • Health care 8.5 %
  • Energy 7.5 %
  • Financials 7.2 %
  • Consumer discretionary 5.8 %
  • Materials 4.3 %
  • Unattributed 52.8 %

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

  • US 59.6 %
  • JP 16.1 %
  • IT 6.2 %
  • CA 5.8 %
  • HK 3.7 %
  • KY 2.9 %
  • DE 2.9 %
  • BR 1.6 %
  • FR 0.7 %
  • JE 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US282.9M €59.63 %
2JP4787.7K €16.13 %
3IT2301.7K €6.18 %
4CA3285.2K €5.84 %
5HK1179K €3.66 %
6KY2142.4K €2.91 %
7DE1140.6K €2.88 %
8BR177.7K €1.59 %
9FR136.1K €0.74 %
10JE121.4K €0.44 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 352.6K €6.91 %
2Occidental Petroleum Corp 289.7K €5.67 %
3Marubeni Corp 255.3K €5.00 %
4Alibaba Group Holding Ltd 223.5K €4.38 %
5Danieli & C Officine Meccaniche SpA 219K €4.29 %
6Chevron Corp 198.8K €3.89 %
7Sumitomo Corp 194.3K €3.81 %
8Mitsubishi Corp 193.3K €3.79 %
9CK Hutchison Holdings Ltd 179K €3.51 %
10UnitedHealth Group Inc 147K €2.88 %
11ITOCHU Corp 144.9K €2.84 %
12Bayer AG 140.6K €2.75 %
13Canadian National Railway Co 132K €2.58 %
14NOV Inc 130.5K €2.56 %
15Alpha Metallurgical Resources Inc 130.3K €2.55 %
16Nabors Industries Ltd 129.3K €2.53 %
17Elevance Health Inc 128.3K €2.51 %
18Canadian Pacific Kansas City Ltd 115.8K €2.27 %
19Bath & Body Works Inc 104.9K €2.06 %
20CK Asset Holdings Ltd 98.9K €1.94 %
21G-III Apparel Group Ltd 98.6K €1.93 %
22Conduent Inc 98.1K €1.92 %
23JELD-WEN Holding Inc 93.4K €1.83 %
24Tidewater Inc 86K €1.68 %
25Lennar Corp 84K €1.65 %
26Caltagirone Spa 82.8K €1.62 %
27Geopark Ltd 81.5K €1.60 %
28Vale SA 77.7K €1.52 %
29Kyndryl Holdings Inc 76.9K €1.51 %
30APA Corp 75.8K €1.48 %
31Kosmos Energy Ltd 66.1K €1.30 %
32Centene Corp 63.1K €1.24 %
33Gray Media Inc 61.8K €1.21 %
34Vishay Intertechnology Inc 60.3K €1.18 %
35Evolent Health Inc 56.5K €1.11 %
36PDD Holdings Inc 43.4K €0.85 %
37Canada Goose Holdings Inc 37.5K €0.73 %
38Teleperformance SE 36.1K €0.71 %
39Mosaic Co/The 30.8K €0.60 %
40Clarivate PLC 21.4K €0.42 %
41General Motors Co 18.7K €0.37 %
42Envista Holdings Corp 15.3K €0.30 %
43FMC Corp 10.4K €0.20 %
44SYCAMORE PARTNERS LLC CVR 47 €0.00 %