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Holdings of EXCEL EQUITIES SICAV, S.A.

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
31.1M € including 26.4M € in equities, 84.9 %
Positions
40 in 12 countries
Top ten
30.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Barrick Mining Corp 1.2M €3.93 %
2Grifols SA 1.1M €3.56 %
3Tecnicas Reunidas SA 995K €3.20 %
4Distribuidora Internacional de Alimentacion SA 989.6K €3.18 %
5Smurfit Westrock PLC 954.3K €3.06 %
6Carrefour SA 896.5K €2.88 %
7Schaeffler AG 881.1K €2.83 %
8Avolta AG 860.7K €2.76 %
9Tubacex SA 800.4K €2.57 %
10Fresenius Medical Care AG 774.4K €2.49 %
11C&C Group PLC 773.7K €2.48 %
12International Workplace Group PLC 729.4K €2.34 %
13Bollore SE 728.7K €2.34 %
14TechnipFMC PLC 720.5K €2.31 %
15Repsol SA 716.6K €2.30 %
16Anheuser-Busch InBev SA/NV 713.7K €2.29 %
17Telecom Italia SpA/Milano 667.9K €2.14 %
18Aryzta AG 664.4K €2.13 %
19Gestamp Automocion SA 654K €2.10 %
20TotalEnergies SE 639.3K €2.05 %
21Galp Energia SGPS SA 629.1K €2.02 %
22Anglo American PLC 601.1K €1.93 %
23Piaggio & C SpA 583K €1.87 %
24Porsche Automobil Holding SE 578.8K €1.86 %
25Cirsa Enterprises SA 569.8K €1.83 %
26Befesa SA 560.5K €1.80 %
27Diageo PLC 551.4K €1.77 %
28Teleperformance SE 544.2K €1.75 %
29Renault SA 531.3K €1.71 %
30Shell PLC 528.8K €1.70 %
31Merlin Properties Socimi SA 497.2K €1.60 %
32Telefonica SA 489K €1.57 %
33Talgo SA 462K €1.48 %
34Babcock International Group PLC 448.8K €1.44 %
35Shurgard Self Storage Ltd 410.2K €1.32 %
36Sonae SGPS SA 403K €1.29 %
37Pernod Ricard SA 402.1K €1.29 %
38Bayerische Motoren Werke AG 395.8K €1.27 %
39Puig Brands SA 386.6K €1.24 %
40Fresnillo PLC 363K €1.17 %

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Sector breakdown

  • Materials 10.5 %
  • Energy 7.1 %
  • Consumer staples 4.8 %
  • 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

  • Spain 29.0 %
  • France 14.2 %
  • United Kingdom 12.2 %
  • Germany 12.1 %
  • Switzerland 8.5 %
  • Italy 4.7 %
  • Canada 4.6 %
  • Portugal 3.9 %
  • United States 3.6 %
  • Ireland 2.9 %
  • Belgium 2.7 %
  • Guernsey 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Spain117.7M €29.02 %
2France63.7M €14.16 %
3United Kingdom63.2M €12.16 %
4Germany53.2M €12.07 %
5Switzerland32.3M €8.53 %
6Italy21.3M €4.73 %
7Canada11.2M €4.63 %
8Portugal21M €3.91 %
9United States1954.3K €3.61 %
10Ireland1773.7K €2.93 %
11Belgium1713.7K €2.70 %
12Guernsey1410.2K €1.55 %
Cite this page

Titelia. "Holdings of EXCEL EQUITIES SICAV, S.A.". https://titelia.com/en/funds/ESSICAV3903-0