Titelia

Holdings of SOIXA, SICAV, S.A.

MAGALLANES VALUE INVESTORS, S.A., SGIIC ·92 declared positions · as of Dec 31, 2025

Original filing · Net assets 595.4M € · Ten largest lines: 28.5 % of the equity sleeve

Sector breakdown

  • Materials 4.1 %
  • Technology 1.3 %
  • Consumer discretionary 0.7 %
  • Industrials 0.2 %
  • Unattributed 93.7 %

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 18.6 %
  • DE 13.7 %
  • FR 13.0 %
  • ES 12.7 %
  • SE 8.2 %
  • IT 4.5 %
  • LU 3.5 %
  • NL 3.3 %
  • NO 3.0 %
  • PT 2.8 %
  • CH 2.7 %
  • BE 2.6 %
  • Other countries 11.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB1878.4M €18.64 %
DE957.6M €13.70 %
FR654.8M €13.02 %
ES2053.2M €12.65 %
SE434.4M €8.18 %
IT219.1M €4.54 %
LU114.8M €3.53 %
NL213.7M €3.27 %
NO212.7M €3.02 %
PT511.6M €2.76 %
CH111.4M €2.71 %
BE111M €2.62 %

Positions

CompanySharesValueWeight
ArcelorMittal SA 14.8M €2.49 %
TELECOM ITALIA SPA 13.8M €2.31 %
Rexel SA 13.7M €2.31 %
SKF AB 12.8M €2.15 %
Anglo American PLC 11.7M €1.97 %
Avolta AG 11.4M €1.91 %
Syensqo SA 11M €1.85 %
Aker BP ASA 10.9M €1.84 %
KION Group AG 10.2M €1.72 %
easyJet PLC 9.7M €1.62 %
VOLKSWAGEN AKTIENGESELLSCHAFT 9.6M €1.61 %
Sandvik AB 9.5M €1.60 %
Bouygues SA 9.5M €1.60 %
Brenntag SE 9.4M €1.58 %
Forvia SE 9.3M €1.57 %
Evonik Industries AG 9.2M €1.55 %
RS GROUP PLC 9.1M €1.52 %
Carrefour SA 8.6M €1.45 %
Renault SA 8.4M €1.41 %
Noble Corp PLC 8.3M €1.40 %
Persimmon PLC 7.8M €1.30 %
Signify NV 7.6M €1.28 %
Antofagasta PLC 7.2M €1.20 %
Dr. Ing. h.c. F. Porsche Aktiengesellschaft 7M €1.17 %
Orange Polska SA 6.9M €1.16 %
Vienna Insurance Group AG Wiener Versicherung Gruppe 6.8M €1.14 %
Husqvarna AB 6.7M €1.13 %
Valterra Platinum Ltd 6.5M €1.09 %
Ebro Foods SA 6.3M €1.05 %
Stellantis NV 6.1M €1.02 %
CRH PLC 5.7M €0.95 %
Heidelberg Materials AG 5.6M €0.95 %
Wizz Air Holdings Plc 5.5M €0.92 %
BFF Bank SpA 5.3M €0.90 %
Cloetta AB 5.3M €0.89 %
Savencia SA 5.2M €0.87 %
Repsol SA 4.1M €0.69 %
EV MOTORS SA 3.7M €0.62 %
Acerinox SA 3.7M €0.62 %
Melia Hotels International SA 3.4M €0.57 %
C&C Group PLC 3.4M €0.57 %
Gestamp Automocion SA 3.4M €0.56 %
MILEPRO LOGISTICA ULTIMA MILLA, 3.2M €0.54 %
Kaspi.KZ JSC 3.1M €0.52 %
Semapa-Sociedade de Investimento e Gestao 3M €0.50 %
Mapfre SA 3M €0.50 %
Commerzbank AG 2.9M €0.49 %
NOS SGPS SA 2.9M €0.49 %
CTT-Correios de Portugal SA 2.9M €0.49 %
State Bank of India 2.8M €0.47 %
Prosegur Cia de Seguridad SA 2.7M €0.46 %
Zegona Communications plc 2.6M €0.44 %
Prosegur Cash SA 2.6M €0.44 %
International Consolidated Airlines Group SA 2.5M €0.42 %
Colonial SFL Socimi SA 2.5M €0.41 %
Almirall SA 2.4M €0.41 %
Befesa SA 2.3M €0.38 %
Industria de Diseno Textil SA 2.2M €0.37 %
Johnson Service Group PLC 2.2M €0.37 %
Miquel y Costas & Miquel SA 2.2M €0.37 %
ICON PLC 2M €0.34 %
Navios Maritime Partners LP 2M €0.34 %
OSB Group PLC 2M €0.34 %
Axis Bank Ltd 2M €0.33 %
Ashtead Technology Holdings plc 2M €0.33 %
Alamos Gold Inc 1.9M €0.32 %
Ibersol SGPS SA 1.9M €0.32 %
Ecora Royalties Plc 1.9M €0.32 %
Aena SME SA 1.9M €0.31 %
Norconsult Norge AS 1.8M €0.30 %
Iberpapel Gestion SA 1.7M €0.28 %
Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 1.7M €0.28 %
Delfi Ltd 1.5M €0.25 %
Metrovacesa SA 1.5M €0.25 %
Wesdome Gold Mines Ltd 1.4M €0.24 %
CHAPTERS GROUP AG 1.4M €0.23 %
Star Bulk Carriers Corp 1.1M €0.19 %
Rotork PLC 1.1M €0.18 %
Corticeira Amorim SGPS SA 862.1K €0.14 %
Weir Group PLC/The 814.8K €0.14 %
Bankinter SA 792.7K €0.13 %
Keystone Law Group Plc 755.3K €0.13 %
Ferguson Enterprises Inc 708K €0.12 %
Camellia PLC 644.2K €0.11 %
First Citizens BancShares Inc/NC 639.5K €0.11 %
TOA PAINT (THAILAND) PUBLIC COMPANY LIMITED 549.4K €0.09 %
Orla Mining Ltd 503.9K €0.08 %
Skeena Resources Ltd 434.4K €0.07 %
TECHO HOGAR SOCIMI SL 377.9K €0.06 %
Seabridge Gold Inc 291K €0.05 %
Kapsch TrafficCom AG 173.1K €0.03 %
NeXGold Mining Corp 139.5K €0.02 %