Titelia

Holdings of ARBARIN, SICAV, S.A.

76 declared positions · as of Dec 31, 2025

Original filing · Net assets 338.2M € · Ten largest lines: 46.4 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 3.4 %
  • Energy 3.3 %
  • Technology 3.1 %
  • Communication 2.2 %
  • Industrials 2.2 %
  • Materials 1.3 %
  • Consumer staples 0.7 %
  • Unattributed 83.9 %

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

  • ES 24.7 %
  • NL 15.4 %
  • US 12.6 %
  • GB 8.0 %
  • FR 7.0 %
  • CA 5.2 %
  • DE 5.0 %
  • IT 4.5 %
  • NO 3.8 %
  • AT 3.6 %
  • BM 2.5 %
  • VG 2.1 %
  • Other countries 5.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES971.2M €24.73 %
NL844.4M €15.43 %
US1536.3M €12.63 %
GB723.1M €8.03 %
FR420.1M €6.99 %
CA915.1M €5.23 %
DE314.4M €4.99 %
IT312.8M €4.46 %
NO410.9M €3.79 %
AT110.2M €3.55 %
BM27.2M €2.49 %
VG16M €2.09 %

Positions

CompanySharesValueWeight
Laboratorios Farmaceuticos Rovi SA 33M €9.74 %
Koninklijke Philips NV 14.9M €4.41 %
Puig Brands SA 13.9M €4.11 %
Zegona Communications plc 13.7M €4.04 %
Aalberts NV 13.1M €3.87 %
Trigano SA 11.6M €3.43 %
DO & CO AG 10.2M €3.02 %
Buzzi SpA 9.2M €2.72 %
International Petroleum Corp 7M €2.07 %
DiscoverIE Group PLC 7M €2.07 %
Oakley Capital Investments Ltd 6.5M €1.93 %
JOST Werke SE 6.4M €1.88 %
Otis Worldwide Corp 6.2M €1.85 %
Amazon.com Inc 6.1M €1.79 %
Arcos Dorados Holdings Inc 6M €1.78 %
Vidrala SA 5.3M €1.57 %
SLB Ltd 4.9M €1.45 %
AutoStore Holdings Ltd 4.4M €1.31 %
Sto SE & Co. KGaA 4.4M €1.31 %
Elecnor SA 4.2M €1.24 %
All Iron Re I Socimi 4M €1.18 %
Heineken NV 3.9M €1.14 %
Evolution AB 3.8M €1.14 %
ASM International NV 3.8M €1.13 %
TKH Group NV 3.7M €1.10 %
Meta Platforms Inc 3.7M €1.08 %
LVMH Moet Hennessy Louis Vuitton SE 3.6M €1.08 %
Kone Oyj 3.6M €1.07 %
Wheaton Precious Metals Corp 3.6M €1.07 %
Renta 4 Banco, S.A. 3.6M €1.06 %
Befesa SA 3.6M €1.06 %
Fagron 3.6M €1.05 %
Microsoft Corp 3.5M €1.02 %
CIE Automotive SA 3.4M €1.00 %
Embraer SA 3.4M €1.00 %
SOL SpA 3.1M €0.91 %
Teleperformance SE 2.8M €0.82 %
Alphabet Inc 2.7M €0.79 %
Prosegur Cash SA 2.6M €0.76 %
Aker BP ASA 2.5M €0.74 %
Allfunds Group Plc 2.3M €0.69 %
BLUENORD ASA 2.1M €0.64 %
Stef SA 2.1M €0.62 %
Philip Morris International Inc. 2M €0.61 %
International Workplace Group PLC 2M €0.59 %
Bakkafrost P/F 2M €0.58 %
TGS ASA 1.8M €0.54 %
ASML Holding NV 1.7M €0.49 %
PrairieSky Royalty Ltd 1.4M €0.42 %
Occidental Petroleum Corp 1.4M €0.40 %
Mobico Group PLC 1.3M €0.39 %
Tubacex SA 1.3M €0.39 %
EOG Resources Inc 1.2M €0.37 %
Davide Campari-Milano NV 996.1K €0.29 %
Suncor Energy Inc 978.2K €0.29 %
Cenovus Energy Inc 893.1K €0.26 %
Noble Corp PLC 659.3K €0.19 %
Valaris Ltd 643.7K €0.19 %
NOV Inc 598.8K €0.18 %
NewPrinces SpA 546.9K €0.16 %
Northern Dynasty Minerals Ltd 505K €0.15 %
Curaleaf Holdings Inc 493.3K €0.15 %
Surgical Science Sweden AB 474.5K €0.14 %
BRC Inc 386.9K €0.11 %
Kosmos Energy Ltd 301.3K €0.09 %
Global Fashion Group S.A. 283.9K €0.08 %
Harbour Energy PLC 265.9K €0.08 %
Tullow Oil PLC 208K €0.06 %
Oatly Group AB 182.3K €0.05 %
Sherritt International Corp 164.7K €0.05 %
Gazprom PJSC 120.1K €0.04 %
Alkane Resources Ltd 60.3K €0.02 %
Southern Copper Corp 26K €0.01 %
Snowflake Inc 18.7K €0.01 %
VALARIS PLC 10.7K €0.00 %
COLOURED TIES CAPITAL INC 948 €0.00 %