Titelia

Holdings of ARBARIN, SICAV, S.A.

· Original filing · Compare with another fund · Report an error

Net assets
338.2M € including 287.8M € in equities, 85.1 %
Positions
76 in 20 countries
Top ten
39.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Laboratorios Farmaceuticos Rovi SA 33M €9.74 %
2Koninklijke Philips NV 14.9M €4.41 %
3Puig Brands SA 13.9M €4.11 %
4Zegona Communications plc 13.7M €4.04 %
5Aalberts NV 13.1M €3.87 %
6Trigano SA 11.6M €3.43 %
7DO & CO AG 10.2M €3.02 %
8Buzzi SpA 9.2M €2.72 %
9International Petroleum Corp 7M €2.07 %
10DiscoverIE Group PLC 7M €2.07 %
11Oakley Capital Investments Ltd 6.5M €1.93 %
12JOST Werke SE 6.4M €1.88 %
13Otis Worldwide Corp 6.2M €1.85 %
14Amazon.com Inc 6.1M €1.79 %
15Arcos Dorados Holdings Inc 6M €1.78 %
16Vidrala SA 5.3M €1.57 %
17SLB Ltd 4.9M €1.45 %
18AutoStore Holdings Ltd 4.4M €1.31 %
19Sto SE & Co. KGaA 4.4M €1.31 %
20Elecnor SA 4.2M €1.24 %
21All Iron Re I Socimi 4M €1.18 %
22Heineken NV 3.9M €1.14 %
23Evolution AB 3.8M €1.14 %
24ASM International NV 3.8M €1.13 %
25TKH Group NV 3.7M €1.10 %
26Meta Platforms Inc 3.7M €1.08 %
27LVMH Moet Hennessy Louis Vuitton SE 3.6M €1.08 %
28Kone Oyj 3.6M €1.07 %
29Wheaton Precious Metals Corp 3.6M €1.07 %
30Renta 4 Banco, S.A. 3.6M €1.06 %
31Befesa SA 3.6M €1.06 %
32Fagron 3.6M €1.05 %
33Microsoft Corp 3.5M €1.02 %
34CIE Automotive SA 3.4M €1.00 %
35Embraer SA 3.4M €1.00 %
36SOL SpA 3.1M €0.91 %
37Teleperformance SE 2.8M €0.82 %
38Alphabet Inc 2.7M €0.79 %
39Prosegur Cash SA 2.6M €0.76 %
40Aker BP ASA 2.5M €0.74 %
41Allfunds Group Plc 2.3M €0.69 %
42BLUENORD ASA 2.1M €0.64 %
43Stef SA 2.1M €0.62 %
44Philip Morris International Inc. 2M €0.61 %
45International Workplace Group PLC 2M €0.59 %
46Bakkafrost P/F 2M €0.58 %
47TGS ASA 1.8M €0.54 %
48ASML Holding NV 1.7M €0.49 %
49PrairieSky Royalty Ltd 1.4M €0.42 %
50Occidental Petroleum Corp 1.4M €0.40 %
51Mobico Group PLC 1.3M €0.39 %
52Tubacex SA 1.3M €0.39 %
53EOG Resources Inc 1.2M €0.37 %
54Davide Campari-Milano NV 996.1K €0.29 %
55Suncor Energy Inc 978.2K €0.29 %
56Cenovus Energy Inc 893.1K €0.26 %
57Noble Corp PLC 659.3K €0.19 %
58Valaris Ltd 643.7K €0.19 %
59NOV Inc 598.8K €0.18 %
60NewPrinces SpA 546.9K €0.16 %
61Northern Dynasty Minerals Ltd 505K €0.15 %
62Curaleaf Holdings Inc 493.3K €0.15 %
63Surgical Science Sweden AB 474.5K €0.14 %
64BRC Inc 386.9K €0.11 %
65Kosmos Energy Ltd 301.3K €0.09 %
66Global Fashion Group S.A. 283.9K €0.08 %
67Harbour Energy PLC 265.9K €0.08 %
68Tullow Oil PLC 208K €0.06 %
69Oatly Group AB 182.3K €0.05 %
70Sherritt International Corp 164.7K €0.05 %
71Gazprom PJSC 120.1K €0.04 %
72Alkane Resources Ltd 60.3K €0.02 %
73Southern Copper Corp 26K €0.01 %
74Snowflake Inc 18.7K €0.01 %
75VALARIS PLC 10.7K €0.00 %
76COLOURED TIES CAPITAL INC 948 €0.00 %

Download this table: CSV, JSON

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

  • Spain 24.7 %
  • Netherlands 15.4 %
  • United States 12.6 %
  • United Kingdom 8.0 %
  • France 7.0 %
  • Canada 5.2 %
  • Germany 5.0 %
  • Italy 4.5 %
  • Norway 3.8 %
  • Austria 3.6 %
  • Bermuda 2.5 %
  • British Virgin Islands 2.1 %
  • Other countries 5.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Spain971.2M €24.73 %
2Netherlands844.4M €15.43 %
3United States1536.3M €12.63 %
4United Kingdom723.1M €8.03 %
5France420.1M €6.99 %
6Canada915.1M €5.23 %
7Germany314.4M €4.99 %
8Italy312.8M €4.46 %
9Norway410.9M €3.79 %
10Austria110.2M €3.55 %
11Bermuda27.2M €2.49 %
12British Virgin Islands16M €2.09 %
Cite this page

Titelia. "Holdings of ARBARIN, SICAV, S.A.". https://titelia.com/en/funds/ESSICAV924-0